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

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 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 3,368 shares of SPY stock, worth $2.01 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
3,368
Previous 3,635 7.35%
Holding current value
$2.01 Million
Previous $1.98 Billion 2.3%
% of portfolio
1.06%
Previous 1.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$517.38 - $573.86 $138,140 - $153,220
-267 Reduced 7.35%
3,368 $1.93 Billion
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
4,543
Shares Held
592M
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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