Lakeshore Financial Planning, Inc. Spdr S&P 500 ETF Trust Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 959 shares of SPY stock, worth $635,855. This represents 0.24% of its overall portfolio holdings.

Number of Shares

959

Previous 678 41.45%

Holding current value

$635,855

Previous $379 Million 56.23%

% of portfolio

0.24%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$496.48 - $617.85 $139,510 - $173,615	281 Added 41.45%	959 $593 Million
Q1 2025 May 15, 2025	SELL	$551.42 - $612.93 $45,767 - $50,873	-83 Reduced 10.91%	678 $379 Million
Q4 2024 Feb 11, 2025	BUY	$567.81 - $607.81 $86,307 - $92,387	152 Added 24.96%	761 $446 Million
Q3 2024 Oct 31, 2024	SELL	$517.38 - $573.86 $5,691 - $6,312	-11 Reduced 1.77%	609 $349 Million
Q2 2024 Jul 25, 2024	BUY	$495.16 - $548.49 $8,912 - $9,872	18 Added 2.99%	620 $337 Million
Q1 2024 May 10, 2024	SELL	$467.28 - $523.17 $292,984 - $328,027	-627 Reduced 51.02%	602 $315 Million
Q3 2023 Nov 14, 2023	BUY	$425.88 - $457.79 $523,406 - $562,623	1,229 New	1,229 $525 Million

Others Institutions Holding SPY

# of Institutions

5,193

Shares Held

643M

Call Options Held

380M

Put Options Held

724M

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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Lakeshore Financial Planning, Inc. Spdr S&P 500 ETF Trust Transaction History