4 J Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

4 J Wealth Management LLC

  • $105 Million
  • Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, 4 J Wealth Management LLC holds 1,287 shares of SPY stock, worth $719,934. This represents 0.72% of its overall portfolio holdings.

Number of Shares
1,287
Previous 1,287 -0.0%
Holding current value
$719,934
Previous $738,000 2.17%
% of portfolio
0.72%
Previous 0.65%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$467.28 - $523.17 $15,420 - $17,264
33 Added 2.63%
1,287 $673,000
Q4 2023

Jan 22, 2024
SELL
$410.68 - $476.69 $369,612 - $429,021
-900 Reduced 41.78%
1,254 $596,000
Q2 2023

Jul 14, 2023
SELL
$404.36 - $443.28 $47,310 - $51,863
-117 Reduced 5.15%
2,154 $954,000
Q4 2022

Jan 17, 2023
BUY
$357.63 - $407.42 $3,933 - $4,481
11 Added 0.49%
2,271 $0
Q3 2022

Oct 27, 2022
BUY
$357.18 - $429.7 $807,226 - $971,122
2,260 New
2,260 $807,000
Q2 2022

Aug 01, 2022
BUY
$365.86 - $456.8 $8,780 - $10,963
24 Added 1.07%
2,262 $853,000
Q4 2021

Jan 20, 2022
BUY
$428.64 - $477.48 $4,286 - $4,774
10 Added 0.45%
2,238 $1.06 Million
Q3 2021

Oct 19, 2021
SELL
$424.97 - $453.19 $2,124 - $2,265
-5 Reduced 0.22%
2,228 $956,000
Q2 2021

Jul 13, 2021
SELL
$400.61 - $428.06 $14,421 - $15,410
-36 Reduced 1.59%
2,233 $956,000
Q4 2020

Jan 15, 2021
BUY
$326.54 - $373.88 $740,919 - $848,333
2,269 New
2,269 $848,000

Others Institutions Holding SPY

# of Institutions
5,026
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
Track This Portfolio

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email