Surience Private Wealth LLC Spdr S&P 500 ETF Trust Transaction History

Surience Private Wealth LLC

  • $92.6 Million
  • Q4 2025

A detailed history of Surience Private Wealth LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Surience Private Wealth LLC holds 11,047 shares of SPY stock, worth $7.35 Million. This represents 7.94% of its overall portfolio holdings.

Number of Shares
11,047
Previous 11,705 5.62%
Holding current value
$7.35 Million
Previous $7.8 Million 5.69%
% of portfolio
7.94%
Previous 7.52%

Shares

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

Jan 16, 2026
SELL
$653.02 - $687.39 $429,687 - $452,302
-658 Reduced 5.62%
11,047 $7.35 Million
Q3 2025

Oct 09, 2025
SELL
$617.65 - $666.84 $5.44 Million - $5.88 Million
-8,812 Reduced 42.95%
11,705 $7.8 Million
Q2 2025

Jul 15, 2025
BUY
$496.48 - $617.85 $9.7 Million - $12.1 Million
19,544 Added 2008.63%
20,517 $12.7 Million
Q1 2025

Apr 24, 2025
SELL
$551.42 - $612.93 $7.56 Million - $8.4 Million
-13,711 Reduced 93.37%
973 $544,000
Q4 2024

Jan 14, 2025
SELL
$567.81 - $607.81 $3.82 Million - $4.09 Million
-6,723 Reduced 31.41%
14,684 $8.61 Million
Q3 2024

Oct 21, 2024
BUY
$517.38 - $573.86 $11.1 Million - $12.3 Million
21,407 New
21,407 $12.3 Million
Q2 2023

Aug 07, 2023
SELL
$404.36 - $443.28 $8.71 Million - $9.55 Million
-21,533 Reduced 93.99%
1,378 $610,000
Q1 2023

May 04, 2023
SELL
$379.5 - $416.78 $3.35 Million - $3.68 Million
-8,824 Reduced 27.81%
22,911 $9.38 Million
Q4 2022

Feb 14, 2023
BUY
$357.63 - $407.42 $11 Million - $12.6 Million
30,874 Added 3585.83%
31,735 $12.1 Million
Q3 2022

Nov 10, 2022
SELL
$357.18 - $429.7 $15.2 Million - $18.2 Million
-42,441 Reduced 98.01%
861 $308,000
Q2 2022

Jul 26, 2022
BUY
$365.86 - $456.8 $4 Million - $4.99 Million
10,920 Added 33.72%
43,302 $16.3 Million
Q1 2022

Apr 20, 2022
BUY
$416.25 - $477.71 $6.82 Million - $7.83 Million
16,394 Added 102.54%
32,382 $14.6 Million
Q4 2021

Jan 25, 2022
BUY
$428.64 - $477.48 $6.85 Million - $7.63 Million
15,988 New
15,988 $7.59 Million

Others Institutions Holding SPY

# of Institutions
5,354
Shares Held
560M
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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