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

4 J Wealth Management LLC

$107 Million
Q2 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 $730,784. This represents 0.65% of its overall portfolio holdings.

Number of Shares

1,287

Previous 1,287 -0.0%

Holding current value

$730,784

Previous $673,000 4.01%

% of portfolio

0.65%

Previous 0.65%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,433

Shares Held

559M

Call Options Held

275M

Put Options Held

402M

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 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.

Account

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