Lakeridge Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,635 shares of SPY stock, worth $2.04 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
3,635
Previous 1,582 129.77%
Holding current value
$2.04 Million
Previous $828 Million 139.0%
% of portfolio
1.19%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$495.16 - $548.49 $1.02 Million - $1.13 Million
2,053 Added 129.77%
3,635 $1.98 Billion
Q1 2024

Apr 29, 2024
BUY
$467.28 - $523.17 $3,270 - $3,662
7 Added 0.44%
1,582 $828 Million
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $646,821 - $750,786
1,575 New
1,575 $749 Million

Others Institutions Holding SPY

# of Institutions
4,428
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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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