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

Lji Wealth Management, LLC

  • $452 Billion
  • Q2 2024

A detailed history of Lji Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lji Wealth Management, LLC holds 8,808 shares of SPY stock, worth $4.95 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
8,808
Holding current value
$4.95 Million
% of portfolio
1.06%

Shares

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

Aug 12, 2024
BUY
$495.16 - $548.49 $4.36 Million - $4.83 Million
8,808 New
8,808 $4.79 Billion
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $440,248 - $511,011
1,072 Added 15.1%
8,169 $3.88 Billion
Q3 2023

Feb 02, 2024
BUY
$425.88 - $457.79 $353,480 - $379,965
830 Added 13.24%
7,097 $3.03 Billion
Q2 2023

Feb 02, 2024
BUY
$404.36 - $443.28 $48,118 - $52,750
119 Added 1.94%
6,267 $2.78 Billion
Q1 2023

Feb 02, 2024
BUY
$379.5 - $416.78 $270,963 - $297,580
714 Added 13.14%
6,148 $2.52 Billion
Q4 2022

Jan 02, 2024
BUY
$357.63 - $407.42 $1.94 Million - $2.21 Million
5,434 New
5,434 $2.08 Billion

Others Institutions Holding SPY

# of Institutions
4,428
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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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