Luminvest Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Luminvest Wealth Management LLC

  • $307 Billion
  • Q3 2025

A detailed history of Luminvest Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 6,232 shares of SPY stock, worth $4.15 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
6,232
Previous 8,106 23.12%
Holding current value
$4.15 Million
Previous $5.02 Billion 17.35%
% of portfolio
1.35%
Previous 1.8%

Shares

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

Nov 03, 2025
SELL
$617.65 - $666.84 $1.16 Million - $1.25 Million
-1,874 Reduced 23.12%
6,232 $4.15 Billion
Q4 2023

Oct 30, 2024
BUY
$410.68 - $476.69 $3.33 Million - $3.86 Million
8,106 New
8,106 $4.68 Billion

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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