Lws Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 5,029 shares of SPY stock, worth $3.32 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

5,029

Previous 5,030 0.02%

Holding current value

$3.32 Million

Previous $2.15 Million 11.16%

% of portfolio

0.94%

Previous 0.98%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$410.68 - $476.69 $410 - $476	-1 Reduced 0.02%	5,029 $2.39 Million
Q3 2023 Nov 13, 2023	SELL	$425.88 - $457.79 $27,256 - $29,298	-64 Reduced 1.26%	5,030 $2.15 Million
Q2 2023 Jul 28, 2023	SELL	$404.36 - $443.28 $583,491 - $639,653	-1,443 Reduced 22.07%	5,094 $2.26 Million
Q1 2023 Apr 28, 2023	SELL	$379.5 - $416.78 $330,165 - $362,598	-870 Reduced 11.75%	6,537 $2.68 Million
Q4 2022 Feb 14, 2023	BUY	$357.63 - $407.42 $928,407 - $1.06 Million	2,596 Added 53.96%	7,407 $2.83 Million
Q3 2022 Nov 14, 2022	SELL	$357.18 - $429.7 $485,407 - $583,962	-1,359 Reduced 22.03%	4,811 $1.72 Million
Q2 2022 Aug 05, 2022	BUY	$365.86 - $456.8 $415,251 - $518,468	1,135 Added 22.54%	6,170 $2.33 Million
Q1 2022 May 10, 2022	BUY	$416.25 - $477.71 $917,831 - $1.05 Million	2,205 Added 77.92%	5,035 $2.27 Million
Q4 2021 Feb 02, 2022	SELL	$428.64 - $477.48 $9,001 - $10,027	-21 Reduced 0.74%	2,830 $1.34 Million
Q3 2021 Nov 09, 2021	SELL	$424.97 - $453.19 $11,474 - $12,236	-27 Reduced 0.94%	2,851 $1.22 Million
Q2 2021 Jul 23, 2021	BUY	$400.61 - $428.06 $32,449 - $34,672	81 Added 2.9%	2,878 $1.23 Million
Q1 2021 Apr 29, 2021	SELL	$368.79 - $397.26 $19,914 - $21,452	-54 Reduced 1.89%	2,797 $1.11 Million
Q4 2020 Jan 20, 2021	BUY	$326.54 - $373.88 $109,064 - $124,875	334 Added 13.27%	2,851 $1.07 Million
Q3 2020 Nov 10, 2020	SELL	$310.52 - $357.7 $59,930 - $69,036	-193 Reduced 7.12%	2,517 $843,000
Q2 2020 Aug 05, 2020	SELL	$246.15 - $323.2 $100,183 - $131,542	-407 Reduced 13.06%	2,710 $836,000
Q1 2020 May 04, 2020	SELL	$222.95 - $338.34 $78,032 - $118,418	-350 Reduced 10.1%	3,117 $803,000
Q4 2019 Feb 06, 2020	BUY	$288.06 - $322.94 $998,704 - $1.12 Million	3,467 New	3,467 $1.12 Million

Others Institutions Holding SPY

# of Institutions

5,208

Shares Held

630M

Call Options Held

380M

Put Options Held

724M

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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Lws Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History