Lake Point Wealth Management Spdr S&P 500 ETF Trust Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lake Point Wealth Management holds 15,662 shares of SPY stock, worth $8.71 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
15,662
Previous 20,139 22.23%
Holding current value
$8.71 Million
Previous $9.1 Million 35.05%
% of portfolio
3.36%
Previous 4.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
SELL
$365.86 - $456.8 $1.64 Million - $2.05 Million
-4,477 Reduced 22.23%
15,662 $5.91 Million
Q1 2022

May 17, 2022
BUY
$416.25 - $477.71 $89,077 - $102,229
214 Added 1.07%
20,139 $9.1 Million
Q4 2021

Feb 23, 2022
SELL
$428.64 - $477.48 $1.08 Million - $1.2 Million
-2,513 Reduced 11.2%
19,925 $9.46 Million
Q3 2021

Oct 21, 2021
SELL
$424.97 - $453.19 $25,923 - $27,644
-61 Reduced 0.27%
22,438 $9.63 Million
Q2 2021

Aug 04, 2021
BUY
$400.61 - $428.06 $8.99 Million - $9.61 Million
22,448 Added 44015.69%
22,499 $9.63 Million
Q1 2020

May 18, 2020
BUY
$222.95 - $338.34 $4,459 - $6,766
20 Added 64.52%
51 $13,000
Q4 2019

Feb 13, 2020
SELL
$288.06 - $322.94 $243,122 - $272,561
-844 Reduced 96.46%
31 $10,000
Q1 2019

Aug 07, 2019
SELL
$244.21 - $284.73 $4.72 Million - $5.5 Million
-19,319 Reduced 95.67%
875 $256,000
Q1 2019

Jun 03, 2019
BUY
$244.21 - $284.73 $7,082 - $8,257
29 Added 0.14%
20,194 $5.03 Million
Q4 2018

Aug 07, 2019
SELL
$234.34 - $291.73 $6,795 - $8,460
-29 Reduced 0.14%
20,165 $5.04 Million
Q4 2018

Feb 21, 2019
BUY
$234.34 - $291.73 $4.73 Million - $5.89 Million
20,194 New
20,194 $5.03 Million

Others Institutions Holding SPY

# of Institutions
5,006
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email