Jacksonville Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Jacksonville Wealth Management, LLC

  • $124 Billion
  • Q2 2025

A detailed history of Jacksonville Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 23,549 shares of SPY stock, worth $16.1 Million. This represents 11.7% of its overall portfolio holdings.

Number of Shares
23,549
Previous 21,871 7.67%
Holding current value
$16.1 Million
Previous $12.2 Billion 18.92%
% of portfolio
11.7%
Previous 12.04%

Shares

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

Aug 08, 2025
BUY
$496.48 - $617.85 $833,093 - $1.04 Million
1,678 Added 7.67%
23,549 $14.5 Billion
Q1 2025

Apr 16, 2025
BUY
$551.42 - $612.93 $245,933 - $273,366
446 Added 2.08%
21,871 $12.2 Billion
Q4 2024

Jan 21, 2025
BUY
$567.81 - $607.81 $12.2 Million - $13 Million
21,425 New
21,425 $12.6 Billion

Others Institutions Holding SPY

# of Institutions
5,237
Shares Held
632M
Call Options Held
375M
Put Options Held
719M
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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