Shelton Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Shelton Wealth Management, LLC
- $188 Million
- Q4 2024
A detailed history of Shelton Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 8,000 shares of SPY stock, worth $4.84 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
8,000Holding current value
$4.84 Million% of portfolio
2.5%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SPY
# of Institutions
4,794Shares Held
584MCall Options Held
290MPut Options Held
679M-
Jpmorgan Chase & CO New York, NY53.2MShares$32.2 Billion2.54% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.6 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY32.3MShares$19.5 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.9 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$11.1 Billion1.88% of portfolio