Jessup Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History

Jessup Wealth Management, Inc

  • $234 Billion
  • Q1 2024

A detailed history of Jessup Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 1,717 shares of SPY stock, worth $952,316. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,717
Previous 1,723 0.35%
Holding current value
$952,316
Previous $819 Million 9.66%
% of portfolio
0.38%
Previous 0.41%

Shares

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

Apr 15, 2024
SELL
$467.28 - $523.17 $2,803 - $3,139
-6 Reduced 0.35%
1,717 $898 Million
Q4 2023

Jan 12, 2024
BUY
$410.68 - $476.69 $3,285 - $3,813
8 Added 0.47%
1,723 $819 Million
Q3 2023

Oct 24, 2023
BUY
$425.88 - $457.79 $10,647 - $11,444
25 Added 1.48%
1,715 $733 Million
Q2 2023

Jul 21, 2023
BUY
$404.36 - $443.28 $3,639 - $3,989
9 Added 0.54%
1,690 $749 Million
Q1 2023

Apr 26, 2023
BUY
$379.5 - $416.78 $379 - $416
1 Added 0.06%
1,681 $688 Million
Q4 2022

Jan 30, 2023
BUY
$357.63 - $407.42 $600,818 - $684,465
1,680 New
1,680 $642 Million

Others Institutions Holding SPY

# of Institutions
4,335
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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