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

Luminvest Wealth Management LLC

  • $360 Billion
  • Q4 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 8,138 shares of SPY stock, worth $5.42 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
8,138
Previous 6,232 30.58%
Holding current value
$5.42 Million
Previous $4.15 Billion 33.67%
% of portfolio
1.54%
Previous 1.35%

Shares

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

Jan 23, 2026
BUY
$653.02 - $687.39 $1.24 Million - $1.31 Million
1,906 Added 30.58%
8,138 $5.55 Billion
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
5,369
Shares Held
560M
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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