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

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lji Wealth Management, LLC holds 8,972 shares of SPY stock, worth $5.34 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

8,972

Previous 8,808 1.86%

Holding current value

$5.34 Million

Previous $4.79 Billion 7.39%

% of portfolio

1.05%

Previous 1.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$517.38 - $573.86 $84,850 - $94,113	164 Added 1.86%	8,972 $5.15 Billion
Q2 2024 Aug 12, 2024	BUY	$495.16 - $548.49 $4.36 Million - $4.83 Million	8,808 New	8,808 $4.79 Billion
Q4 2023 Feb 13, 2024	BUY	$410.68 - $476.69 $440,248 - $511,011	1,072 Added 15.1%	8,169 $3.88 Billion
Q3 2023 Feb 02, 2024	BUY	$425.88 - $457.79 $353,480 - $379,965	830 Added 13.24%	7,097 $3.03 Billion
Q2 2023 Feb 02, 2024	BUY	$404.36 - $443.28 $48,118 - $52,750	119 Added 1.94%	6,267 $2.78 Billion
Q1 2023 Feb 02, 2024	BUY	$379.5 - $416.78 $270,963 - $297,580	714 Added 13.14%	6,148 $2.52 Billion
Q4 2022 Jan 02, 2024	BUY	$357.63 - $407.42 $1.94 Million - $2.21 Million	5,434 New	5,434 $2.08 Billion

Others Institutions Holding SPY

# of Institutions

4,505

Shares Held

582M

Call Options Held

273M

Put Options Held

393M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

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