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

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 1,873 shares of SPY stock, worth $1.15 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
1,873
Previous 1,657 13.04%
Holding current value
$1.15 Million
Previous $951,000 15.14%
% of portfolio
0.66%
Previous 0.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$567.81 - $607.81 $122,646 - $131,286
216 Added 13.04%
1,873 $1.1 Million
Q1 2024

Apr 10, 2024
BUY
$467.28 - $523.17 $3,738 - $4,185
8 Added 0.49%
1,657 $867,000
Q4 2023

Jan 17, 2024
BUY
$410.68 - $476.69 $54,620 - $63,399
133 Added 8.77%
1,649 $784,000
Q1 2023

Apr 17, 2023
BUY
$379.5 - $416.78 $575,322 - $631,838
1,516 New
1,516 $621,000
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $541,127 - $650,995
1,515 New
1,515 $541,000

Others Institutions Holding SPY

# of Institutions
4,974
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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
Track This Portfolio

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email