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

Jamison Private Wealth Management, Inc.

$677 Billion
Q4 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 1,151 shares of SPY stock, worth $701,764. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,151

Previous 1,165 1.2%

Holding current value

$701,764

Previous $668 Million 0.96%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$567.81 - $607.81 $7,949 - $8,509	-14 Reduced 1.2%	1,151 $675 Million
Q3 2024 Oct 15, 2024	SELL	$517.38 - $573.86 $4,139 - $4,590	-8 Reduced 0.68%	1,165 $668 Million
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

4,930

Shares Held

604M

Call Options Held

310M

Put Options Held

670M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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