LNWTC
Laird Norton Wetherby Trust Company’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Hold |
10,000
| – | – | 0.85% | 21 |
|
|
2025
Q1 | $5.61M | Hold |
10,000
| – | – | 0.9% | 23 |
|
|
2024
Q4 | $5.88M | Hold |
10,000
| – | – | 0.8% | 21 |
|
|
2024
Q3 | $5.76M | Hold |
10,000
| – | – | 0.75% | 21 |
|
|
2024
Q2 | $5.46M | Hold |
10,000
| – | – | 0.77% | 18 |
|
|
2024
Q1 | $5.25M | Hold |
10,000
| – | – | 0.71% | 23 |
|
|
2023
Q4 | $4.77M | Buy |
10,000
+6,624
| +196% | +$3.16M | 0.56% | 27 |
|
|
2023
Q3 | $1.45M | Buy |
3,376
+20
| +0.6% | +$8.58K | 0.19% | 33 |
|
|
2023
Q2 | $1.49M | Hold |
3,356
| – | – | 0.18% | 33 |
|
|
2023
Q1 | $1.38M | Sell |
3,356
-95
| -3% | -$39K | 0.17% | 34 |
|
|
2022
Q4 | $1.33M | Hold |
3,451
| – | – | 0.19% | 32 |
|
|
2022
Q3 | $1.24M | Sell |
3,451
-10,000
| -74% | -$3.59M | 0.28% | 29 |
|
|
2022
Q2 | $5.1M | Buy |
13,451
+5,053
| +60% | +$1.91M | 0.64% | 19 |
|
|
2022
Q1 | $3.79M | Sell |
8,398
-398
| -5% | -$180K | 0.35% | 29 |
|
|
2021
Q4 | $4.18M | Sell |
8,796
-177
| -2% | -$84.1K | 0.39% | 26 |
|
|
2021
Q3 | $3.85M | Buy |
8,973
+2,511
| +39% | +$1.08M | 0.39% | 27 |
|
|
2021
Q2 | $2.77M | Buy |
6,462
+279
| +5% | +$119K | 0.29% | 33 |
|
|
2021
Q1 | $2.33M | Buy |
6,183
+576
| +10% | +$217K | 0.26% | 34 |
|
|
2020
Q4 | $2.1M | Buy |
+5,607
| New | +$2.1M | 0.24% | 37 |
|