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 852 shares of SPY stock, worth $507,374. This represents 0.17% of its overall portfolio holdings.

Number of Shares
852
Previous 761 11.96%
Holding current value
$507,374
Previous $415 Million 17.8%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 03, 2024

BUY
$517.38 - $573.86 $47,081 - $52,221
91 Added 11.96%
852 $489 Million
Q2 2024

Jul 08, 2024

BUY
$495.16 - $548.49 $50,011 - $55,397
101 Added 15.3%
761 $415 Million
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

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. 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 Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.