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

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Instrumental Wealth, LLC holds 646 shares of SPY stock, worth $430,022. This represents 0.31% of its overall portfolio holdings.

Number of Shares
646
Previous 645 0.16%
Holding current value
$430,022
Previous $401 Million 9.5%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Oct 31, 2025
BUY
$617.65 - $666.84 $617 - $666
1 Added 0.16%
646 $439 Million
Q2 2025

Jul 16, 2025
SELL
$496.48 - $617.85 $2,978 - $3,707
-6 Reduced 0.92%
645 $401 Million
Q1 2025

Apr 28, 2025
BUY
$551.42 - $612.93 $358,974 - $399,017
651 New
651 $358 Million

Others Institutions Holding SPY

# of Institutions
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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