Cjm Wealth Advisers, Ltd. Spdr S&P 500 ETF Trust Transaction History

Cjm Wealth Advisers, Ltd.

$264 Billion
Q1 2024

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 660 shares of SPY stock, worth $362,346. This represents 0.13% of its overall portfolio holdings.

Number of Shares

660

Previous 664 0.6%

Holding current value

$362,346

Previous $316 Million 9.26%

% of portfolio

0.13%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$467.28 - $523.17 $1,869 - $2,092	-4 Reduced 0.6%	660 $345 Million
Q4 2023 Jan 19, 2024	BUY	$410.68 - $476.69 $13,141 - $15,254	32 Added 5.06%	664 $316 Million
Q3 2023 Oct 26, 2023	BUY	$425.88 - $457.79 $269,156 - $289,323	632 New	632 $270 Million
Q2 2023 Sep 15, 2023	SELL	$404.36 - $443.28 $221,589 - $242,917	-548 Closed	0 $0
Q1 2023 Sep 15, 2023	BUY	$379.5 - $416.78 $379 - $416	1 Added 0.18%	548 $224 Million

Q4 2022 Sep 15, 2023	BUY	$357.63 - $407.42 $195,623 - $222,858	547 New	547 $209 Million
Q3 2022 Sep 15, 2023	SELL	$357.18 - $429.7 $194,305 - $233,756	-544 Closed	0 $0
Q2 2022 Sep 15, 2023	BUY	$365.86 - $456.8 $365 - $456	1 Added 0.18%	544 $205 Million
Q1 2022 Sep 15, 2023	BUY	$416.25 - $477.71 $416 - $477	1 Added 0.18%	543 $245 Million
Q4 2021 Sep 15, 2023	BUY	$428.64 - $477.48 $232,322 - $258,794	542 New	542 $257 Million

Others Institutions Holding SPY

# of Institutions

4,335

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Cjm Wealth Advisers, Ltd. Spdr S&P 500 ETF Trust Transaction History