Delap Wealth Advisory, LLC Spdr S&P 500 ETF Trust Transaction History

Delap Wealth Advisory, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 864 shares of SPY stock, worth $575,138. This represents 0.24% of its overall portfolio holdings.

Number of Shares
864
Previous 1,492 42.09%
Holding current value
$575,138
Previous $922 Million 37.35%
% of portfolio
0.24%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$617.65 - $666.84 $387,884 - $418,775
-628 Reduced 42.09%
864 $578 Million
Q2 2025

Jul 28, 2025
BUY
$496.48 - $617.85 $366,402 - $455,973
738 Added 97.88%
1,492 $922 Million
Q4 2024

Feb 04, 2025
BUY
$567.81 - $607.81 $428,128 - $458,288
754 New
754 $442 Million
Q4 2022

Feb 13, 2023
BUY
$357.63 - $407.42 $203,491 - $231,821
569 New
569 $218 Million

Others Institutions Holding SPY

# of Institutions
5,287
Shares Held
556M
Call Options Held
339M
Put Options Held
765M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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