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 $9.42 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
15,662
Previous 20,139 22.23%
Holding current value
$9.42 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
4,553
Shares Held
593M
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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