Lantern Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Lantern Wealth Advisors, LLC

$168 Billion
Q2 2025

A detailed history of Lantern Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 3,807 shares of SPY stock, worth $2.55 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

3,807

Previous 70 5338.57%

Holding current value

$2.55 Million

Previous $2.22 Billion 6.05%

% of portfolio

1.4%

Previous 1.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$496.48 - $617.85 $1.86 Million - $2.31 Million	3,737 Added 5338.57%	3,807 $2.35 Billion
Q4 2024 Feb 14, 2025	SELL	$567.81 - $607.81 $2.07 Million - $2.22 Million	-3,650 Reduced 98.12%	70 $2.22 Billion
Q3 2024 Nov 14, 2024	BUY	$517.38 - $573.86 $170,735 - $189,373	330 Added 9.73%	3,720 $2.13 Billion
Q2 2024 Aug 14, 2024	SELL	$495.16 - $548.49 $22,777 - $25,230	-46 Reduced 1.34%	3,390 $1.84 Billion
Q1 2024 May 14, 2024	BUY	$467.28 - $523.17 $85,044 - $95,216	182 Added 5.59%	3,436 $1.8 Billion
Q4 2023 Feb 14, 2024	BUY	$410.68 - $476.69 $1.34 Million - $1.55 Million	3,254 New	3,254 $1.55 Billion

Others Institutions Holding SPY

# of Institutions

5,192

Shares Held

643M

Call Options Held

380M

Put Options Held

723M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Lantern Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History