LA
LM 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 | $38.7M | Sell |
62,634
-417
| -0.7% | -$258K | 4.98% | 6 |
|
|
2025
Q1 | $35.3M | Buy |
63,051
+4,872
| +8% | +$2.73M | 6.35% | 3 |
|
|
2024
Q4 | $34.2M | Buy |
58,179
+779
| +1% | +$458K | 6.12% | 3 |
|
|
2024
Q3 | $32.9M | Sell |
57,400
-191
| -0.3% | -$110K | 6.69% | 3 |
|
|
2024
Q2 | $39.3B | Sell |
57,591
-3,385
| -6% | -$2.31B | 63.54% | 1 |
|
|
2024
Q1 | $55.5M | Buy |
60,976
+872
| +1% | +$793K | 8.81% | 2 |
|
|
2023
Q4 | $28.6M | Buy |
+60,104
| New | +$28.6M | 5.75% | 4 |
|