Dean, Jacobson Financial Services, LLC Spdr S&P 500 ETF Trust Transaction History

Dean, Jacobson Financial Services, LLC

  • $129 Million
  • Q2 2025

A detailed history of Dean, Jacobson Financial Services, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 79,271 shares of SPY stock, worth $53 Million. This represents 37.95% of its overall portfolio holdings.

Number of Shares
79,271
Previous 97,621 18.8%
Holding current value
$53 Million
Previous $54.6 Million 10.31%
% of portfolio
37.95%
Previous 42.09%

Shares

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

Aug 14, 2025
SELL
$496.48 - $617.85 $9.11 Million - $11.3 Million
-18,350 Reduced 18.8%
79,271 $49 Million
Q1 2025

Apr 25, 2025
SELL
$551.42 - $612.93 $1.39 Million - $1.55 Million
-2,527 Reduced 2.52%
97,621 $54.6 Million
Q4 2024

Jan 22, 2025
SELL
$567.81 - $607.81 $65,865 - $70,505
-116 Reduced 0.12%
100,148 $58.7 Million
Q3 2024

Oct 24, 2024
SELL
$517.38 - $573.86 $1.3 Million - $1.44 Million
-2,515 Reduced 2.45%
100,264 $57.5 Million
Q2 2024

Aug 09, 2024
SELL
$495.16 - $548.49 $121,314 - $134,380
-245 Reduced 0.24%
102,779 $55.9 Million
Q1 2024

Apr 19, 2024
SELL
$467.28 - $523.17 $414,477 - $464,051
-887 Reduced 0.85%
103,024 $53.9 Million
Q4 2023

Feb 07, 2024
BUY
$410.68 - $476.69 $969,204 - $1.12 Million
2,360 Added 2.32%
103,911 $49.4 Million
Q3 2023

Oct 13, 2023
BUY
$425.88 - $457.79 $465,060 - $499,906
1,092 Added 1.09%
101,551 $43.4 Million
Q2 2023

Jul 26, 2023
SELL
$404.36 - $443.28 $160,126 - $175,538
-396 Reduced 0.39%
100,459 $44.5 Million
Q1 2023

May 15, 2023
BUY
$379.5 - $416.78 $38.3 Million - $42 Million
100,855 New
100,855 $41.3 Million
Q2 2022

Aug 04, 2022
SELL
$365.86 - $456.8 $253,175 - $316,105
-692 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$416.25 - $477.71 $43 Million - $49.3 Million
-103,285 Reduced 99.33%
692 $312,000
Q4 2021

Feb 16, 2022
SELL
$428.64 - $477.48 $97,301 - $108,387
-227 Reduced 0.22%
103,977 $49.4 Million
Q4 2021

Feb 15, 2022
BUY
$428.64 - $477.48 $44.7 Million - $49.8 Million
104,204 New
104,204 $49.5 Million

Others Institutions Holding SPY

# of Institutions
5,192
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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