A detailed history of Jupiter Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 9,566 shares of SPY stock, worth $5.26 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
9,566
Previous 11,057 13.48%
Holding current value
$5.26 Million
Previous $5.78 Million 9.98%
% of portfolio
2.45%
Previous 3.21%

Shares

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

Aug 12, 2024

SELL
$495.16 - $548.49 $738,283 - $817,798
-1,491 Reduced 13.48%
9,566 $5.21 Million
Q1 2024

May 09, 2024

BUY
$467.28 - $523.17 $234,107 - $262,108
501 Added 4.75%
11,057 $5.78 Million
Q4 2023

Feb 07, 2024

BUY
$410.68 - $476.69 $162,629 - $188,769
396 Added 3.9%
10,556 $5.02 Million
Q3 2023

Nov 13, 2023

BUY
$425.88 - $457.79 $4.33 Million - $4.65 Million
10,160 New
10,160 $4.34 Million
Q3 2020

Nov 19, 2020

SELL
$310.52 - $357.7 $394,360 - $454,279
-1,270 Closed
0 $0
Q1 2019

Apr 22, 2019

BUY
$244.21 - $284.73 $310,146 - $361,607
1,270 New
1,270 $368,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Jupiter Wealth Management LLC Portfolio

Follow Jupiter 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 Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.