Waypoint Wealth Counsel Spdr S&P 500 ETF Trust Transaction History
Waypoint Wealth Counsel
- $130 Billion
- Q1 2024
A detailed history of Waypoint Wealth Counsel transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Waypoint Wealth Counsel holds 14,876 shares of SPY stock, worth $8.27 Million. This represents 6.0% of its overall portfolio holdings.
Number of Shares
14,876
Previous 11,749
26.62%
Holding current value
$8.27 Million
Previous $5.58 Billion
39.34%
% of portfolio
6.0%
Previous 4.76%
Shares
6 transactions
Others Institutions Holding SPY
# of Institutions
4,337Shares Held
584MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$33.5 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$20.4 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$18.3 Billion1.4% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$13.5 Billion1.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA19.2MShares$10.7 Billion1.77% of portfolio