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

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 847 shares of SPY stock, worth $504,396. This represents 0.24% of its overall portfolio holdings.

Number of Shares
847
Previous 1,741 51.35%
Holding current value
$504,396
Previous $948 Million 48.74%
% of portfolio
0.24%
Previous 0.5%

Shares

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

Oct 29, 2024
SELL
$517.38 - $573.86 $462,537 - $513,030
-894 Reduced 51.35%
847 $486 Million
Q2 2024

Jul 16, 2024
SELL
$495.16 - $548.49 $805,130 - $891,844
-1,626 Reduced 48.29%
1,741 $948 Million
Q1 2024

Apr 30, 2024
BUY
$467.28 - $523.17 $804,656 - $900,898
1,722 Added 104.68%
3,367 $1.76 Billion
Q4 2023

Jan 24, 2024
SELL
$410.68 - $476.69 $926,494 - $1.08 Million
-2,256 Reduced 57.83%
1,645 $782 Million
Q3 2023

Oct 20, 2023
BUY
$425.88 - $457.79 $1.66 Million - $1.79 Million
3,901 New
3,901 $1.67 Billion

Others Institutions Holding SPY

# of Institutions
4,543
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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