Lwm Advisory Services, LLC Spdr S&P 500 ETF Trust Transaction History

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 2024

A detailed history of Lwm Advisory Services, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 36,259 shares of SPY stock, worth $21.8 Million. This represents 15.88% of its overall portfolio holdings.

Number of Shares
36,259
Previous 21,046 72.28%
Holding current value
$21.8 Million
Previous $11.5 Million 81.67%
% of portfolio
15.88%
Previous 9.9%

Shares

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

Nov 13, 2024
BUY
$517.38 - $573.86 $7.87 Million - $8.73 Million
15,213 Added 72.28%
36,259 $20.8 Million
Q2 2024

Aug 08, 2024
SELL
$495.16 - $548.49 $166,868 - $184,841
-337 Reduced 1.58%
21,046 $11.5 Million
Q1 2024

May 09, 2024
SELL
$467.28 - $523.17 $63,082 - $70,627
-135 Reduced 0.63%
21,383 $11.2 Million
Q4 2023

Feb 05, 2024
BUY
$410.68 - $476.69 $5.69 Million - $6.6 Million
13,848 Added 180.55%
21,518 $10.2 Million
Q3 2023

Nov 02, 2023
SELL
$425.88 - $457.79 $611,989 - $657,844
-1,437 Reduced 15.78%
7,670 $3.28 Million
Q2 2023

Aug 07, 2023
SELL
$404.36 - $443.28 $139,099 - $152,488
-344 Reduced 3.64%
9,107 $4.04 Million
Q1 2023

May 02, 2023
SELL
$379.5 - $416.78 $14,421 - $15,837
-38 Reduced 0.4%
9,451 $3.87 Million
Q4 2022

Feb 07, 2023
SELL
$357.63 - $407.42 $1.01 Million - $1.15 Million
-2,816 Reduced 22.89%
9,489 $3.63 Million
Q3 2022

Nov 16, 2022
BUY
$357.18 - $429.7 $127,870 - $153,832
358 Added 3.0%
12,305 $4.4 Million
Q2 2022

Aug 15, 2022
SELL
$365.86 - $456.8 $230,857 - $288,240
-631 Reduced 5.02%
11,947 $4.51 Million
Q1 2022

May 09, 2022
BUY
$416.25 - $477.71 $445,387 - $511,149
1,070 Added 9.3%
12,578 $5.68 Million
Q4 2021

Feb 18, 2022
BUY
$428.64 - $477.48 $4.93 Million - $5.49 Million
11,508 New
11,508 $5.47 Million

Others Institutions Holding SPY

# of Institutions
4,553
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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