Willow Creek Wealth Management Inc. Spdr S&P 500 ETF Trust Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,149 shares of SPY stock, worth $656,619. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,149
Previous 1,155
0.52%
Holding current value
$656,619
Previous $493,000
10.75%
% of portfolio
0.07%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding SPY
# of Institutions
4,431Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.2 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.81 Billion1.41% of portfolio