A detailed history of Partners Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Partners Wealth Management, LLC holds 625 shares of SPY stock, worth $416,043. This represents 0.45% of its overall portfolio holdings.

Number of Shares
625
Previous 637 1.88%
Holding current value
$416,043
Previous $424 Million 0.43%
% of portfolio
0.45%
Previous 0.42%

Shares

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

Jan 20, 2026

SELL
$653.02 - $687.39 $7,836 - $8,248
-12 Reduced 1.88%
625 $426 Million
Q3 2025

Oct 29, 2025

SELL
$617.65 - $666.84 $12,353 - $13,336
-20 Reduced 3.04%
637 $424 Million
Q1 2025

Apr 17, 2025

BUY
$551.42 - $612.93 $1,654 - $1,838
3 Added 0.46%
657 $368 Million
Q4 2024

Feb 04, 2025

BUY
$567.81 - $607.81 $371,347 - $397,507
654 New
654 $383 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.