A detailed history of Jpl Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 1,918 shares of SPY stock, worth $1.15 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
1,918
Previous 2,101 8.71%
Holding current value
$1.15 Million
Previous $1.1 Billion 5.04%
% of portfolio
0.51%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$495.16 - $548.49 $90,614 - $100,373
-183 Reduced 8.71%
1,918 $1.04 Billion
Q1 2024

May 10, 2024

BUY
$467.28 - $523.17 $25,700 - $28,774
55 Added 2.69%
2,101 $1.1 Billion
Q4 2023

Feb 09, 2024

BUY
$410.68 - $476.69 $840,251 - $975,307
2,046 New
2,046 $972 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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