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

Reuter James Wealth Management, LLC

  • $536 Million
  • Q3 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 2,286 shares of SPY stock, worth $1.34 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,286
Previous 1,846 23.84%
Holding current value
$1.34 Million
Previous $1 Million 30.58%
% of portfolio
0.24%
Previous 0.75%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$517.38 - $573.86 $227,647 - $252,498
440 Added 23.84%
2,286 $1.31 Million
Q2 2024

Aug 01, 2024
SELL
$495.16 - $548.49 $9,408 - $10,421
-19 Reduced 1.02%
1,846 $1 Million
Q1 2024

May 06, 2024
BUY
$467.28 - $523.17 $934 - $1,046
2 Added 0.11%
1,865 $975,000
Q3 2023

Nov 13, 2023
BUY
$425.88 - $457.79 $793,414 - $852,862
1,863 New
1,863 $796,000
Q1 2023

May 10, 2023
SELL
$379.5 - $416.78 $5,692 - $6,251
-15 Reduced 0.8%
1,862 $762,000
Q4 2022

Feb 06, 2023
SELL
$357.63 - $407.42 $12,159 - $13,852
-34 Reduced 1.78%
1,877 $717,000
Q2 2022

Aug 09, 2022
SELL
$365.86 - $456.8 $1,097 - $1,370
-3 Reduced 0.16%
1,911 $721,000
Q1 2022

Apr 14, 2022
SELL
$416.25 - $477.71 $93,240 - $107,007
-224 Reduced 10.48%
1,914 $864,000
Q4 2021

Jan 25, 2022
BUY
$428.64 - $477.48 $916,432 - $1.02 Million
2,138 New
2,138 $1.02 Million

Others Institutions Holding SPY

# of Institutions
4,544
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
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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