Walled Lake Planning & Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 566 shares of SPY stock, worth $338,937. This represents 0.13% of its overall portfolio holdings.

Number of Shares
566
Previous 795 28.81%
Holding current value
$338,937
Previous $432,000 25.0%
% of portfolio
0.13%
Previous 0.19%

Shares

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

Nov 14, 2024
SELL
$517.38 - $573.86 $118,480 - $131,413
-229 Reduced 28.81%
566 $324,000
Q2 2024

Aug 12, 2024
BUY
$495.16 - $548.49 $393,652 - $436,049
795 New
795 $432,000
Q4 2022

Feb 13, 2023
SELL
$357.63 - $407.42 $27,537 - $31,371
-77 Reduced 12.75%
527 $201,000
Q3 2022

Nov 01, 2022
BUY
$357.18 - $429.7 $714 - $859
2 Added 0.33%
604 $216,000
Q2 2022

Aug 09, 2022
BUY
$365.86 - $456.8 $731 - $913
2 Added 0.33%
602 $227,000
Q1 2022

May 13, 2022
BUY
$416.25 - $477.71 $416 - $477
1 Added 0.17%
600 $271,000
Q4 2021

Feb 10, 2022
BUY
$428.64 - $477.48 $44,149 - $49,180
103 Added 20.77%
599 $284,000
Q1 2021

May 17, 2021
BUY
$368.79 - $397.26 $368 - $397
1 Added 0.2%
496 $196,000
Q4 2020

Feb 19, 2021
BUY
$326.54 - $373.88 $326 - $373
1 Added 0.2%
495 $185,000
Q3 2020

Nov 13, 2020
BUY
$310.52 - $357.7 $6,520 - $7,511
21 Added 4.44%
494 $166,000
Q2 2020

Aug 18, 2020
SELL
$246.15 - $323.2 $9,353 - $12,281
-38 Reduced 7.44%
473 $146,000
Q1 2020

May 15, 2020
BUY
$222.95 - $338.34 $445 - $676
2 Added 0.39%
511 $132,000
Q4 2019

May 15, 2020
BUY
$288.06 - $322.94 $146,622 - $164,376
509 New
509 $164,000

Others Institutions Holding SPY

# of Institutions
4,546
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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