Lederer & Associates Investment Counsel Spdr S&P 500 ETF Trust Transaction History

Lederer & Associates Investment Counsel

  • $144 Million
  • Q1 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 1,120 shares of SPY stock, worth $628,678. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,120
Previous 1,120 -0.0%
Holding current value
$628,678
Previous $532,000 10.15%
% of portfolio
0.41%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 25, 2021
SELL
$326.54 - $373.88 $132,248 - $151,421
-405 Reduced 26.56%
1,120 $419,000
Q1 2019

Apr 12, 2019
SELL
$244.21 - $284.73 $10,989 - $12,812
-45 Reduced 2.87%
1,525 $431,000
Q2 2018

Jul 27, 2018
SELL
$257.47 - $278.92 $9,011 - $9,762
-35 Reduced 2.18%
1,570 $426,000
Q1 2018

Apr 09, 2018
SELL
$257.63 - $286.58 $12,881 - $14,329
-50 Reduced 3.02%
1,605 $422,000
Q3 2017

Oct 13, 2017
BUY
$242.71 - $251.23 $401,685 - $415,785
1,655
1,655 $416,000

Others Institutions Holding SPY

# of Institutions
4,341
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
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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