Walkner Condon Financial Advisors LLC Spdr S&P 500 ETF Trust Transaction History
Walkner Condon Financial Advisors LLC
- $529 Million
- Q2 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 10,294 shares of SPY stock, worth $6.91 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
10,294
Previous 9,852
4.49%
Holding current value
$6.91 Million
Previous $5.51 Million
15.41%
% of portfolio
1.2%
Previous 1.14%
Shares
20 transactions
Others Institutions Holding SPY
# of Institutions
5,211Shares Held
631MCall Options Held
379MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio