Spdr S&p 500 Etf shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 3.9k | 573.77 |
| 2024-06-30 | $2.2M | 4.1k | 544.18 |
| 2024-03-31 | $2.0M | 3.9k | 523.11 |
| 2023-12-31 | $1.7M | 3.6k | 475.29 |
| 2023-09-30 | $1.5M | 3.5k | 427.53 |
| 2023-06-30 | $1.6M | 3.6k | 443.28 |
| 2023-03-31 | $1.5M | 3.7k | 409.34 |
| 2022-12-31 | $1.4M | 3.7k | 382.43 |
| 2022-09-30 | $1.3M | 3.7k | 357.22 |
| 2022-06-30 | $1.5M | 3.9k | 377.31 |
| 2022-03-31 | $1.6M | 3.9k | 411.90 |
| 2021-12-31 | $2.3M | 4.8k | 474.90 |
| 2021-09-30 | $2.1M | 4.8k | 429.05 |
| 2021-06-30 | $1.9M | 4.6k | 427.94 |
| 2021-03-31 | $1.9M | 4.8k | 396.43 |
| 2020-12-31 | $2.0M | 5.2k | 373.81 |
| 2012-03-31 | $1.9M | 4.8k | 396.43 |