Wealthedge Investment Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Wealthedge Investment Advisors, LLC
- $240 Billion
- Q2 2025
A detailed history of Wealthedge Investment Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 21,250 shares of SPY stock, worth $14.3 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
21,250
Previous 23,395
9.17%
Holding current value
$14.3 Million
Previous $13.1 Billion
0.32%
% of portfolio
5.47%
Previous 5.9%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
5,189Shares Held
643MCall Options Held
380MPut 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