Jacksonville Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Jacksonville Wealth Management, LLC

  • $102 Billion
  • Q1 2025

A detailed history of Jacksonville Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 21,871 shares of SPY stock, worth $11.5 Million. This represents 12.04% of its overall portfolio holdings.

Number of Shares
21,871
Previous 21,425 2.08%
Holding current value
$11.5 Million
Previous $12.6 Billion 2.57%
% of portfolio
12.04%
Previous 11.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$551.42 - $612.93 $245,933 - $273,366
446 Added 2.08%
21,871 $12.2 Billion
Q4 2024

Jan 21, 2025
BUY
$567.81 - $607.81 $12.2 Million - $13 Million
21,425 New
21,425 $12.6 Billion

Others Institutions Holding SPY

# of Institutions
5,035
Shares Held
602M
Call Options Held
370M
Put Options Held
677M
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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