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

Momentum Wealth Planning, LLC

  • $129 Billion
  • Q3 2025

A detailed history of Momentum Wealth Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 51,436 shares of SPY stock, worth $34.2 Million. This represents 26.74% of its overall portfolio holdings.

Number of Shares
51,436
Previous 51,437 0.0%
Holding current value
$34.2 Million
Previous $31.9 Billion 7.8%
% of portfolio
26.74%
Previous 27.14%

Shares

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

Nov 12, 2025
SELL
$617.65 - $666.84 $617 - $666
-1 Reduced -0.0%
51,436 $34.4 Billion
Q2 2025

Sep 24, 2025
BUY
$496.48 - $617.85 $25.5 Million - $31.8 Million
51,437 New
51,437 $31.9 Billion

Others Institutions Holding SPY

# of Institutions
5,292
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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