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

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 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 2,393 shares of SPY stock, worth $1.59 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
2,393
Previous 2,259 5.93%
Holding current value
$1.59 Million
Previous $1.4 Billion 14.22%
% of portfolio
1.47%
Previous 1.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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