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 637 shares of SPY stock, worth $424,031. This represents 0.42% of its overall portfolio holdings.

Number of Shares
637
Previous 657 3.04%
Holding current value
$424,031
Previous $369 Million 15.14%
% of portfolio
0.42%
Previous 0.42%

Shares

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