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

Lji Wealth Management, LLC

$489 Billion
Q3 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 8,972 shares of SPY stock, worth $5.3 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

8,972

Previous 8,808 1.86%

Holding current value

$5.3 Million

Previous $4.79 Billion 7.39%

% of portfolio

1.05%

Previous 1.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$517.38 - $573.86 $84,850 - $94,113	164 Added 1.86%	8,972 $5.15 Billion
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

4,553

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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