Laidlaw Wealth Management LLC Spdr Portfolio S&P 500 Value E 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	$40.17 - $43.27 $21,651 - $23,322	-539 Reduced 4.87%	10,530 $454,000
Q1 2023 May 12, 2023	SELL	$38.68 - $42.77 $43,012 - $47,560	-1,112 Reduced 9.13%	11,069 $450,000
Q4 2022 Feb 14, 2023	SELL	$34.79 - $40.71 $117,277 - $137,233	-3,371 Reduced 21.68%	12,181 $473,000
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $72,911 - $85,469	2,114 Added 15.73%	15,552 $536,000
Q2 2022 Aug 12, 2022	BUY	$35.93 - $42.52 $57,775 - $68,372	1,608 Added 13.59%	13,438 $495,000
Q1 2022 May 12, 2022	SELL	$39.54 - $42.64 $38,709 - $41,744	-979 Reduced 7.64%	11,830 $494,000
Q4 2021 Feb 14, 2022	BUY	$39.14 - $42.04 $30,372 - $32,623	776 Added 6.45%	12,809 $538,000
Q3 2021 Nov 12, 2021	BUY	$38.51 - $40.73 $219,044 - $231,672	5,688 Added 89.65%	12,033 $469,000
Q2 2021 Aug 13, 2021	BUY	$38.15 - $40.6 $242,061 - $257,607	6,345 New	6,345 $251,000

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

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