Jamison Private Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Jamison Private Wealth Management, Inc.

  • $602 Billion
  • Q2 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,173 shares of SPY stock, worth $634,862. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,173
Previous 1,227 4.4%
Holding current value
$634,862
Previous $642 Million 0.49%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
$495.16 - $548.49 $26,738 - $29,618
-54 Reduced 4.4%
1,173 $639 Million
Q1 2024

Apr 26, 2024
BUY
$467.28 - $523.17 $10,747 - $12,032
23 Added 1.91%
1,227 $642 Million
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $1,232 - $1,430
3 Added 0.25%
1,204 $572 Million
Q3 2023

Jan 05, 2024
BUY
$425.88 - $457.79 $511,481 - $549,805
1,201 New
1,201 $513 Million

Others Institutions Holding SPY

# of Institutions
4,349
Shares Held
587M
Call Options Held
250M
Put Options Held
482M
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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