Spdr S&p 500 Etf shares owned by LVW Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 26k | 666.24 |
| 2025-06-30 | $21M | 33k | 617.80 |
| 2025-03-31 | $1.9M | 3.4k | 559.35 |
| 2024-12-31 | $7.8M | 13k | 586.15 |
| 2024-09-30 | $2.0M | 3.5k | 573.81 |
| 2024-06-30 | $1.6M | 3.0k | 544.22 |
| 2024-03-31 | $1.4M | 2.6k | 523.13 |
| 2023-12-31 | $1.3M | 2.7k | 475.26 |
| 2023-09-30 | $9.7M | 23k | 427.43 |
| 2023-06-30 | $9.7M | 22k | 443.27 |
| 2023-03-31 | $8.9M | 22k | 409.40 |
| 2022-12-31 | $8.4M | 22k | 382.40 |
| 2022-09-30 | $1.0M | 2.9k | 357.07 |
| 2022-06-30 | $6.9M | 18k | 377.26 |
| 2022-03-31 | $10M | 22k | 451.78 |
| 2021-12-31 | $1.5M | 3.2k | 475.01 |
| 2021-09-30 | $10M | 23k | 429.24 |
| 2021-06-30 | $1.3M | 3.0k | 428.28 |
| 2021-03-31 | $1.2M | 3.0k | 396.11 |
| 2020-12-31 | $979k | 2.6k | 373.81 |
| 2020-09-30 | $3.7M | 11k | 334.88 |
| 2020-06-30 | $514k | 1.7k | 308.34 |
| 2020-03-31 | $518k | 2.0k | 257.71 |
| 2019-12-31 | $726k | 2.3k | 321.81 |
| 2019-09-30 | $825k | 2.8k | 296.98 |
| 2019-06-30 | $837k | 2.9k | 292.96 |
| 2019-03-31 | $806k | 2.9k | 282.31 |
| 2018-12-31 | $1.1M | 4.3k | 250.00 |
| 2018-09-30 | $1.1M | 3.8k | 290.61 |
| 2018-06-30 | $1.0M | 3.7k | 271.37 |
| 2018-03-31 | $998k | 3.8k | 263.12 |
| 2017-12-31 | $292k | 1.1k | 266.91 |
| 2017-09-30 | $279k | 1.1k | 251.13 |
| 2017-06-30 | $362k | 1.5k | 241.82 |
| 2017-03-31 | $354k | 1.5k | 235.69 |
| 2016-12-31 | $233k | 1.0k | 223.61 |
| 2016-09-30 | $254k | 1.2k | 216.54 |
| 2016-06-30 | $255k | 1.2k | 209.19 |
| 2016-03-31 | $368k | 1.8k | 205.70 |
| 2015-12-31 | $337k | 1.7k | 203.63 |
| 2015-09-30 | $321k | 1.7k | 191.41 |
| 2015-06-30 | $345k | 1.7k | 206.09 |
| 2015-03-31 | $271k | 1.3k | 206.55 |
| 2014-12-31 | $269k | 1.3k | 205.66 |