Laidlaw Wealth Management LLC Spdr Portfolio Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$42.21 - $45.89 $14,435 - $15,694	-342 Reduced 2.32%	14,425 $661,000
Q1 2023 May 12, 2023	BUY	$41.67 - $47.74 $104,175 - $119,350	2,500 Added 20.38%	14,767 $648,000
Q4 2022 Feb 14, 2023	SELL	$39.32 - $45.21 $56,070 - $64,469	-1,426 Reduced 10.41%	12,267 $521,000
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $47,069 - $56,373	1,221 Added 9.79%	13,693 $528,000
Q2 2022 Aug 12, 2022	BUY	$38.67 - $47.45 $2,242 - $2,752	58 Added 0.47%	12,472 $495,000
Q1 2022 May 12, 2022	BUY	$44.15 - $50.14 $5,253 - $5,966	119 Added 0.97%	12,414 $585,000
Q4 2021 Feb 14, 2022	BUY	$46.63 - $50.95 $30,169 - $32,964	647 Added 5.55%	12,295 $612,000
Q3 2021 Nov 12, 2021	BUY	$45.05 - $48.67 $219,213 - $236,828	4,866 Added 71.75%	11,648 $538,000
Q2 2021 Aug 13, 2021	BUY	$45.87 - $48.58 $311,090 - $329,469	6,782 New	6,782 $320,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

1K

Put Options Held

0

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