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

Wj Wealth Management, LLC

  • $267 Million
  • Q4 2024

A detailed history of Wj Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wj Wealth Management, LLC holds 1,798 shares of SPY stock, worth $1.08 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,798
Previous 1,960 8.27%
Holding current value
$1.08 Million
Previous $1.12 Million 6.32%
% of portfolio
0.39%
Previous 0.42%

Shares

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

Jan 24, 2025
SELL
$567.81 - $607.81 $91,985 - $98,465
-162 Reduced 8.27%
1,798 $1.05 Million
Q3 2024

Oct 31, 2024
SELL
$517.38 - $573.86 $791,074 - $877,431
-1,529 Reduced 43.82%
1,960 $1.12 Million
Q2 2024

Aug 09, 2024
SELL
$495.16 - $548.49 $123,790 - $137,122
-250 Reduced 6.69%
3,489 $1.9 Million
Q1 2024

Apr 17, 2024
BUY
$467.28 - $523.17 $153,267 - $171,599
328 Added 9.62%
3,739 $1.96 Million
Q4 2023

Jan 12, 2024
BUY
$410.68 - $476.69 $84,600 - $98,198
206 Added 6.43%
3,411 $1.62 Million
Q3 2023

Oct 10, 2023
BUY
$425.88 - $457.79 $516,166 - $554,841
1,212 Added 60.81%
3,205 $1.37 Million
Q2 2023

Jul 11, 2023
BUY
$404.36 - $443.28 $805,889 - $883,457
1,993 New
1,993 $883,000
Q4 2022

Feb 15, 2023
SELL
$357.63 - $407.42 $1.83 Million - $2.09 Million
-5,125 Reduced 41.06%
7,357 $2.81 Million
Q3 2022

Oct 18, 2022
BUY
$357.18 - $429.7 $4.27 Million - $5.13 Million
11,944 Added 2220.07%
12,482 $4.47 Million
Q2 2022

Aug 05, 2022
SELL
$365.86 - $456.8 $36,586 - $45,680
-100 Reduced 15.67%
538 $205,000
Q1 2022

May 13, 2022
BUY
$416.25 - $477.71 $2,913 - $3,343
7 Added 1.11%
638 $290,000
Q4 2021

Feb 14, 2022
BUY
$428.64 - $477.48 $50,150 - $55,865
117 Added 22.76%
631 $298,000
Q3 2021

Oct 15, 2021
SELL
$424.97 - $453.19 $218,434 - $232,939
-514 Reduced 50.0%
514 $220,000
Q3 2021

Oct 13, 2021
BUY
$424.97 - $453.19 $436,869 - $465,879
1,028 New
1,028 $220,000

Others Institutions Holding SPY

# of Institutions
4,981
Shares Held
598M
Call Options Held
370M
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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