A detailed history of Janiczek Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 295 shares of SPY stock, worth $168,583. This represents 0.03% of its overall portfolio holdings.

Number of Shares
295
Previous 295 -0.0%
Holding current value
$168,583
Previous $154,000 3.9%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$467.28 - $523.17 $26,167 - $29,297
-56 Reduced 15.95%
295 $154,000
Q4 2023

Jan 26, 2024

BUY
$410.68 - $476.69 $12,320 - $14,300
30 Added 9.35%
351 $166,000
Q2 2023

Jul 11, 2023

BUY
$404.36 - $443.28 $3,234 - $3,546
8 Added 2.56%
321 $142,000
Q1 2023

Apr 21, 2023

BUY
$379.5 - $416.78 $10,626 - $11,669
28 Added 9.82%
313 $128,000
Q4 2021

Feb 02, 2022

BUY
$428.64 - $477.48 $428 - $477
1 Added 0.35%
285 $135,000
Q2 2021

Jul 28, 2021

BUY
$400.61 - $428.06 $26,440 - $28,251
66 Added 30.28%
284 $122,000
Q1 2021

Apr 28, 2021

BUY
$368.79 - $397.26 $24,340 - $26,219
66 Added 43.42%
218 $86,000
Q3 2020

Oct 19, 2020

BUY
$310.52 - $357.7 $310 - $357
1 Added 0.66%
152 $51,000
Q1 2020

Apr 20, 2020

SELL
$222.95 - $338.34 $59,973 - $91,013
-269 Reduced 64.05%
151 $39,000
Q3 2019

Oct 30, 2019

BUY
$283.82 - $302.01 $283 - $302
1 Added 0.24%
420 $125,000
Q1 2019

May 02, 2019

BUY
$244.21 - $284.73 $24,665 - $28,757
101 Added 31.76%
419 $118,000
Q4 2018

Jan 28, 2019

BUY
$234.34 - $291.73 $11,013 - $13,711
47 Added 17.34%
318 $79,000
Q2 2018

Jul 25, 2018

BUY
$257.47 - $278.92 $69,774 - $75,587
271 New
271 $74,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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