Wealth Preservation Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Wealth Preservation Advisors, LLC
- $162 Billion
- Q2 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 2,661 shares of SPY stock, worth $1.79 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
2,661
Previous 2,661
-0.0%
Holding current value
$1.79 Million
Previous $1.49 Billion
10.46%
% of portfolio
1.01%
Previous 1.06%
Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
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