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

Cjm Wealth Advisers, Ltd.

  • $300 Billion
  • Q2 2025

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 837 shares of SPY stock, worth $533,319. This represents 0.17% of its overall portfolio holdings.

Number of Shares
837
Previous 836 0.12%
Holding current value
$533,319
Previous $467 Million 10.57%
% of portfolio
0.17%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$496.48 - $617.85 $496 - $617
1 Added 0.12%
837 $517 Million
Q1 2025

Apr 14, 2025
SELL
$551.42 - $612.93 $9,374 - $10,419
-17 Reduced 1.99%
836 $467 Million
Q4 2024

Jan 08, 2025
BUY
$567.81 - $607.81 $567 - $607
1 Added 0.12%
853 $500 Million
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

# of Institutions
5,140
Shares Held
603M
Call Options Held
373M
Put Options Held
665M
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
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