Laidlaw Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Laidlaw Wealth Management LLC

  • $39.5 Million
  • Q3 2025

A detailed history of Laidlaw Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 778 shares of SPY stock, worth $517,891. This represents 1.31% of its overall portfolio holdings.

Number of Shares
778
Previous 780 0.26%
Holding current value
$517,891
Previous $481,000 7.69%
% of portfolio
1.31%
Previous 1.47%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$617.65 - $666.84 $1,235 - $1,333
-2 Reduced 0.26%
778 $518,000
Q2 2025

Aug 13, 2025
BUY
$496.48 - $617.85 $387,254 - $481,923
780 New
780 $481,000
Q4 2023

Feb 12, 2024
BUY
$410.68 - $476.69 $87,474 - $101,534
213 Added 17.94%
1,400 $665,000
Q3 2023

Nov 13, 2023
SELL
$425.88 - $457.79 $3.69 Million - $3.97 Million
-8,665 Reduced 87.95%
1,187 $507,000
Q2 2023

Aug 11, 2023
BUY
$404.36 - $443.28 $562,060 - $616,159
1,390 Added 16.43%
9,852 $4.37 Million
Q1 2023

May 12, 2023
SELL
$379.5 - $416.78 $282,348 - $310,084
-744 Reduced 8.08%
8,462 $3.46 Million
Q4 2022

Feb 14, 2023
BUY
$357.63 - $407.42 $259,281 - $295,379
725 Added 8.55%
9,206 $3.52 Million
Q3 2022

Nov 14, 2022
SELL
$357.18 - $429.7 $137,871 - $165,864
-386 Reduced 4.35%
8,481 $3.03 Million
Q2 2022

Aug 12, 2022
BUY
$365.86 - $456.8 $968,797 - $1.21 Million
2,648 Added 42.58%
8,867 $3.35 Million
Q1 2022

May 12, 2022
SELL
$416.25 - $477.71 $546,120 - $626,755
-1,312 Reduced 17.42%
6,219 $2.81 Million
Q4 2021

Feb 14, 2022
BUY
$428.64 - $477.48 $141,451 - $157,568
330 Added 4.58%
7,531 $3.58 Million
Q3 2021

Nov 12, 2021
BUY
$424.97 - $453.19 $3.06 Million - $3.26 Million
7,201 New
7,201 $3.09 Million
Q4 2020

Feb 16, 2021
SELL
$326.54 - $373.88 $551,199 - $631,109
-1,688 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$310.52 - $357.7 $524,157 - $603,797
1,688 New
1,688 $565,000
Q1 2020

May 15, 2020
SELL
$222.95 - $338.34 $298,753 - $453,375
-1,340 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$288.06 - $322.94 $386,000 - $432,739
1,340 New
1,340 $431,000

Others Institutions Holding SPY

# of Institutions
5,316
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
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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