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

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025

A detailed history of Kaufman Rossin Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 419 shares of SPY stock, worth $278,915. This represents 0.15% of its overall portfolio holdings.

Number of Shares
419
Previous 371 12.94%
Holding current value
$278,915
Previous $247 Million 15.62%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$653.02 - $687.39 $31,344 - $32,994
48 Added 12.94%
419 $286 Million
Q3 2025

Oct 14, 2025
BUY
$617.65 - $666.84 $229,148 - $247,397
371 New
371 $247 Million

Others Institutions Holding SPY

# of Institutions
5,390
Shares Held
562M
Call Options Held
298M
Put Options Held
676M
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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