Laurel Wealth Planning LLC Spdr S&P 500 ETF Trust Transaction History

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 1,637 shares of SPY stock, worth $959,740. This represents 0.61% of its overall portfolio holdings.

Number of Shares
1,637
Previous 1,895 13.61%
Holding current value
$959,740
Previous $1.03 Million 8.92%
% of portfolio
0.61%
Previous 0.72%

Shares

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

Oct 28, 2024
SELL
$517.38 - $573.86 $133,484 - $148,055
-258 Reduced 13.61%
1,637 $939,000
Q2 2024

Jul 25, 2024
SELL
$495.16 - $548.49 $398,108 - $440,985
-804 Reduced 29.79%
1,895 $1.03 Million
Q1 2024

Apr 22, 2024
SELL
$467.28 - $523.17 $89,717 - $100,448
-192 Reduced 6.64%
2,699 $1.41 Million
Q4 2023

Feb 09, 2024
SELL
$410.68 - $476.69 $1.1 Million - $1.28 Million
-2,688 Reduced 48.18%
2,891 $1.37 Million
Q3 2023

Oct 27, 2023
SELL
$425.88 - $457.79 $91,564 - $98,424
-215 Reduced 3.71%
5,579 $2.39 Million
Q2 2023

Jul 19, 2023
SELL
$404.36 - $443.28 $617,862 - $677,331
-1,528 Reduced 20.87%
5,794 $2.57 Million
Q1 2023

Apr 18, 2023
SELL
$379.5 - $416.78 $609,097 - $668,931
-1,605 Reduced 17.98%
7,322 $3 Million
Q4 2022

Feb 01, 2023
BUY
$357.63 - $407.42 $3 Million - $3.42 Million
8,396 Added 1581.17%
8,927 $3.41 Million
Q2 2022

Aug 09, 2022
SELL
$365.86 - $456.8 $35,122 - $43,852
-96 Reduced 15.31%
531 $200,000
Q3 2021

Nov 12, 2021
SELL
$424.97 - $453.19 $152,139 - $162,242
-358 Reduced 36.35%
627 $269,000
Q2 2021

Aug 09, 2021
BUY
$400.61 - $428.06 $335,711 - $358,714
838 Added 570.07%
985 $422,000
Q4 2020

Feb 08, 2021
BUY
$326.54 - $373.88 $48,001 - $54,960
147 New
147 $55,000

Others Institutions Holding SPY

# of Institutions
4,552
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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