Big Sur Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Big Sur Wealth Management LLC
- $356 Million
- Q1 2025
A detailed history of Big Sur Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 52,445 shares of SPY stock, worth $28.3 Million. This represents 8.25% of its overall portfolio holdings.
Number of Shares
52,445
Previous 53,297
1.6%
Holding current value
$28.3 Million
Previous $31.2 Million
6.08%
% of portfolio
8.25%
Previous 9.16%
Shares
32 transactions
Others Institutions Holding SPY
# of Institutions
5,034Shares Held
603MCall Options Held
370MPut Options Held
676M-
Jpmorgan Chase & CO New York, NY53.2MShares$28.7 Billion2.54% of portfolio
-
Morgan Stanley New York, NY33.3MShares$18 Billion1.41% of portfolio
-
Goldman Sachs Group Inc New York, NY32.3MShares$17.4 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC29.8MShares$16.1 Billion1.5% of portfolio
-
Capula Management LTD Grand Cayman, E918.1MShares$9.76 Billion65.46% of portfolio