A detailed history of Lauterbach Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 530 shares of SPY stock, worth $320,273. This represents 0.19% of its overall portfolio holdings.

Number of Shares
530
Previous 530 -0.0%
Holding current value
$320,273
Previous $288,000 5.56%
% of portfolio
0.19%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$467.28 - $523.17 $16,822 - $18,834
-36 Reduced 6.36%
530 $277,000
Q4 2023

Jan 18, 2024

BUY
$410.68 - $476.69 $2,464 - $2,860
6 Added 1.07%
566 $269,000
Q2 2023

Aug 02, 2023

SELL
$404.36 - $443.28 $6,065 - $6,649
-15 Reduced 2.61%
560 $248,000
Q1 2023

May 01, 2023

BUY
$379.5 - $416.78 $218,212 - $239,648
575 New
575 $235,000
Q1 2022

May 11, 2022

SELL
$416.25 - $477.71 $176,490 - $202,549
-424 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$428.64 - $477.48 $181,743 - $202,451
424 New
424 $201,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Lauterbach Financial Advisors, LLC Portfolio

Follow Lauterbach Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauterbach Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauterbach Financial Advisors, LLC with notifications on news.