Seven Springs Wealth Group, LLC Spdr S&P 500 ETF Trust Transaction History

Seven Springs Wealth Group, LLC

$249 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 03, 2020	SELL	$246.15 - $323.2 $9,107 - $11,958	-37 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$288.06 - $322.94 $10,658 - $11,948	37 New	37 $12,000

Others Institutions Holding SPY

# of Institutions

4,493

Shares Held

572M

Call Options Held

272M

Put Options Held

391M

Jpmorgan Chase & CO New York, NY

56.3M
Shares

$32.5 Billion
2.7% of portfolio
Morgan Stanley New York, NY

35M
Shares

$20.2 Billion
1.49% of portfolio
Goldman Sachs Group Inc New York, NY

34.4M
Shares

$19.9 Billion
3.23% of portfolio
Bank Of America Corp Charlotte, NC

25.1M
Shares

$14.5 Billion
1.22% of portfolio
International Assets Investment Management, LLC Orlando, FL

14.3M
Shares

$8.22 Billion
0.07% of portfolio

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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