Stonehaven Wealth & Tax Solutions, LLC Spdr S&P 500 ETF Trust Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 2,334 shares of SPY stock, worth $1.55 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
2,334
Previous 2,393 2.47%
Holding current value
$1.55 Million
Previous $1.59 Billion 0.16%
% of portfolio
1.43%
Previous 1.47%

Shares

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

Jan 23, 2026
SELL
$653.02 - $687.39 $38,528 - $40,556
-59 Reduced 2.47%
2,334 $1.59 Billion
Q3 2025

Nov 13, 2025
BUY
$617.65 - $666.84 $82,765 - $89,356
134 Added 5.93%
2,393 $1.59 Billion
Q2 2025

Aug 14, 2025
BUY
$496.48 - $617.85 $2,978 - $3,707
6 Added 0.27%
2,259 $1.4 Billion
Q1 2025

May 15, 2025
BUY
$551.42 - $612.93 $326,440 - $362,854
592 Added 35.64%
2,253 $1.26 Billion
Q4 2024

Feb 13, 2025
BUY
$567.81 - $607.81 $943,132 - $1.01 Million
1,661 New
1,661 $973 Million

Others Institutions Holding SPY

# of Institutions
5,390
Shares Held
562M
Call Options Held
298M
Put Options Held
676M
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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