Lester Murray Antman Dba Simply Rich Spdr S&P 500 ETF Trust Transaction History

Lester Murray Antman Dba Simply Rich

$359 Million
Q3 2024

A detailed history of Lester Murray Antman Dba Simply Rich transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 694 shares of SPY stock, worth $406,510. This represents 0.11% of its overall portfolio holdings.

Number of Shares

694

Previous 952 27.1%

Holding current value

$406,510

Previous $518,000 23.17%

% of portfolio

0.11%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$517.38 - $573.86 $133,484 - $148,055	-258 Reduced 27.1%	694 $398,000
Q4 2023 Jan 26, 2024	BUY	$410.68 - $476.69 $390,967 - $453,808	952 New	952 $452,000
Q3 2021 Oct 04, 2021	BUY	$424.97 - $453.19 $404,571 - $431,436	952 New	952 $408,000
Q2 2021 Jul 09, 2021	SELL	$400.61 - $428.06 $278,023 - $297,073	-694 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$368.79 - $397.26 $51,261 - $55,219	139 Added 25.05%	694 $275,000
Q4 2020 Feb 01, 2021	BUY	$326.54 - $373.88 $181,229 - $207,503	555 New	555 $208,000

Others Institutions Holding SPY

# of Institutions

4,544

Shares Held

592M

Call Options Held

285M

Put Options Held

653M

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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Lester Murray Antman Dba Simply Rich Spdr S&P 500 ETF Trust Transaction History