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

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,411 shares of SPY stock, worth $939,260. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,411
Previous 1,311 7.63%
Holding current value
$939,260
Previous $810,000 15.93%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Oct 24, 2025
BUY
$617.65 - $666.84 $61,765 - $66,684
100 Added 7.63%
1,411 $939,000
Q2 2025

Jul 16, 2025
SELL
$496.48 - $617.85 $64,045 - $79,702
-129 Reduced 8.96%
1,311 $810,000
Q1 2025

Apr 21, 2025
BUY
$551.42 - $612.93 $401,433 - $446,213
728 Added 102.25%
1,440 $805,000
Q4 2024

Jan 10, 2025
BUY
$567.81 - $607.81 $264,599 - $283,239
466 Added 189.43%
712 $417,000
Q3 2024

Oct 11, 2024
BUY
$517.38 - $573.86 $127,275 - $141,169
246 New
246 $141 Million

Others Institutions Holding SPY

# of Institutions
5,290
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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