Kowal Investment Group, LLC Spdr S&P 500 ETF Trust Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kowal Investment Group, LLC holds 22,332 shares of SPY stock, worth $13.3 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
22,332
Previous 23,527 5.08%
Holding current value
$13.3 Million
Previous $12.8 Million 0.09%
% of portfolio
2.38%
Previous 2.58%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$517.38 - $573.86 $618,269 - $685,762
-1,195 Reduced 5.08%
22,332 $12.8 Million
Q2 2024

Aug 13, 2024
SELL
$495.16 - $548.49 $142,606 - $157,965
-288 Reduced 1.21%
23,527 $12.8 Million
Q1 2024

Apr 18, 2024
SELL
$467.28 - $523.17 $616,342 - $690,061
-1,319 Reduced 5.25%
23,815 $12.5 Million
Q4 2023

Jan 22, 2024
BUY
$410.68 - $476.69 $934,297 - $1.08 Million
2,275 Added 9.95%
25,134 $11.9 Million
Q3 2023

Oct 25, 2023
BUY
$425.88 - $457.79 $119,246 - $128,181
280 Added 1.24%
22,859 $9.77 Million
Q2 2023

Jul 18, 2023
BUY
$404.36 - $443.28 $388,185 - $425,548
960 Added 4.44%
22,579 $10 Million
Q1 2023

Apr 21, 2023
BUY
$379.5 - $416.78 $1.22 Million - $1.34 Million
3,213 Added 17.46%
21,619 $8.85 Million
Q4 2022

Jan 25, 2023
SELL
$357.63 - $407.42 $826,482 - $941,547
-2,311 Reduced 11.16%
18,406 $0
Q3 2022

Nov 09, 2022
BUY
$357.18 - $429.7 $2.04 Million - $2.46 Million
5,722 Added 38.16%
20,717 $7.4 Million
Q2 2022

Aug 15, 2022
SELL
$365.86 - $456.8 $52,683 - $65,779
-144 Reduced 0.95%
14,995 $5.66 Million
Q1 2022

Apr 15, 2022
BUY
$416.25 - $477.71 $1.79 Million - $2.05 Million
4,300 Added 39.67%
15,139 $6.84 Million
Q4 2021

Feb 11, 2022
BUY
$428.64 - $477.48 $856,851 - $954,482
1,999 Added 22.61%
10,839 $5.15 Million
Q3 2021

Nov 12, 2021
BUY
$424.97 - $453.19 $606,857 - $647,155
1,428 Added 19.27%
8,840 $3.79 Million
Q2 2021

Aug 12, 2021
BUY
$400.61 - $428.06 $1.19 Million - $1.27 Million
2,962 Added 66.56%
7,412 $3.17 Million
Q1 2021

May 12, 2021
BUY
$368.79 - $397.26 $1.07 Million - $1.16 Million
2,912 Added 189.34%
4,450 $1.76 Million
Q4 2020

Feb 19, 2021
BUY
$326.54 - $373.88 $502,218 - $575,027
1,538 New
1,538 $583,000

Others Institutions Holding SPY

# of Institutions
4,543
Shares Held
592M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email