LSIA
LaSalle St. Investment Advisors’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 | $4.04M | Sell |
6,541
-12,321
| -65% | -$7.61M | 1.11% | 14 |
|
2025
Q1 | $10.6M | Buy |
18,862
+10,609
| +129% | +$5.93M | 2.49% | 8 |
|
2024
Q4 | $4.84M | Buy |
8,253
+370
| +5% | +$217K | 1.5% | 12 |
|
2024
Q3 | $4.52M | Buy |
7,883
+3,545
| +82% | +$2.03M | 1.78% | 8 |
|
2024
Q2 | $2.36M | Sell |
4,338
-17
| -0.4% | -$9.25K | 1.18% | 13 |
|
2024
Q1 | $2.07M | Sell |
4,355
-8
| -0.2% | -$3.8K | 1.16% | 14 |
|
2023
Q4 | $20.7M | Sell |
4,363
-17
| -0.4% | -$80.8K | 1.39% | 10 |
|
2023
Q3 | $1.87M | Buy |
4,380
+712
| +19% | +$304K | 0.92% | 17 |
|
2023
Q2 | $1.63M | Sell |
3,668
-1,418
| -28% | -$629K | 0.72% | 24 |
|
2023
Q1 | $2.08M | Sell |
5,086
-7
| -0.1% | -$2.87K | 0.92% | 20 |
|
2022
Q4 | $1.95M | Buy |
+5,093
| New | +$1.95M | 0.92% | 25 |
|