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

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 1,873 shares of SPY stock, worth $1.13 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
1,873
Previous 1,657 13.04%
Holding current value
$1.13 Million
Previous $951,000 15.14%
% of portfolio
0.66%
Previous 0.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$567.81 - $607.81 $122,646 - $131,286
216 Added 13.04%
1,873 $1.1 Million
Q1 2024

Apr 10, 2024
BUY
$467.28 - $523.17 $3,738 - $4,185
8 Added 0.49%
1,657 $867,000
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $54,620 - $63,399
133 Added 8.77%
1,649 $784,000
Q1 2023

Apr 17, 2023
BUY
$379.5 - $416.78 $575,322 - $631,838
1,516 New
1,516 $621,000
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $541,127 - $650,995
1,515 New
1,515 $541,000

Others Institutions Holding SPY

# of Institutions
4,631
Shares Held
579M
Call Options Held
285M
Put Options Held
684M
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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