Jamison Private Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,165 shares of SPY stock, worth $700,561. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,165
Previous 1,173 0.68%
Holding current value
$700,561
Previous $639 Million 4.67%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$517.38 - $573.86 $4,139 - $4,590
-8 Reduced 0.68%
1,165 $668 Million
Q2 2024

Jul 11, 2024
SELL
$495.16 - $548.49 $26,738 - $29,618
-54 Reduced 4.4%
1,173 $639 Million
Q1 2024

Apr 26, 2024
BUY
$467.28 - $523.17 $10,747 - $12,032
23 Added 1.91%
1,227 $642 Million
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $1,232 - $1,430
3 Added 0.25%
1,204 $572 Million
Q3 2023

Jan 05, 2024
BUY
$425.88 - $457.79 $511,481 - $549,805
1,201 New
1,201 $513 Million

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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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