Journey Beyond Wealth, LLC Spdr S&P 500 ETF Trust Transaction History
Journey Beyond Wealth, LLC
- $122 Billion
- Q3 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 7,320 shares of SPY stock, worth $4.87 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
7,320
Previous 7,390
0.95%
Holding current value
$4.87 Million
Previous $4.57 Billion
6.8%
% of portfolio
4.01%
Previous 3.85%
Shares
4 transactions
Others Institutions Holding SPY
# of Institutions
5,289Shares Held
557MCall Options Held
298MPut Options Held
700M-
Jpmorgan Chase & CO New York, NY49.7MShares$33.1 Billion2.18% of portfolio
-
Morgan Stanley New York, NY40.7MShares$27.1 Billion1.7% of portfolio
-
Goldman Sachs Group Inc New York, NY36.2MShares$24.1 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$20.7 Billion1.45% of portfolio
-
Northern Trust Corp Chicago, IL13.8MShares$9.21 Billion1.21% of portfolio