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

Lokken Investment Group LLC

  • $213 Million
  • Q4 2024

A detailed history of Lokken Investment Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lokken Investment Group LLC holds 3,766 shares of SPY stock, worth $2.26 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
3,766
Previous 3,919 3.9%
Holding current value
$2.26 Million
Previous $2.25 Million 1.82%
% of portfolio
1.04%
Previous 0.99%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$567.81 - $607.81 $86,874 - $92,994
-153 Reduced 3.9%
3,766 $2.21 Million
Q3 2024

Nov 12, 2024
SELL
$517.38 - $573.86 $75,020 - $83,209
-145 Reduced 3.57%
3,919 $2.25 Million
Q2 2024

Aug 09, 2024
BUY
$495.16 - $548.49 $97,051 - $107,504
196 Added 5.07%
4,064 $2.21 Million
Q1 2024

May 14, 2024
BUY
$467.28 - $523.17 $113,081 - $126,607
242 Added 6.67%
3,868 $2.02 Million
Q4 2023

Feb 13, 2024
BUY
$410.68 - $476.69 $35,318 - $40,995
86 Added 2.43%
3,626 $1.72 Million
Q3 2023

Nov 13, 2023
SELL
$425.88 - $457.79 $17,035 - $18,311
-40 Reduced 1.12%
3,540 $1.51 Million
Q2 2023

Aug 09, 2023
SELL
$404.36 - $443.28 $41,649 - $45,657
-103 Reduced 2.8%
3,580 $1.59 Million
Q1 2023

May 08, 2023
SELL
$379.5 - $416.78 $6,072 - $6,668
-16 Reduced 0.43%
3,683 $1.51 Million
Q4 2022

Feb 13, 2023
BUY
$357.63 - $407.42 $357 - $407
1 Added 0.03%
3,699 $1.41 Million
Q3 2022

Nov 14, 2022
SELL
$357.18 - $429.7 $89,652 - $107,854
-251 Reduced 6.36%
3,698 $1.32 Million
Q2 2022

Aug 08, 2022
BUY
$365.86 - $456.8 $12,073 - $15,074
33 Added 0.84%
3,949 $1.49 Million
Q1 2022

May 11, 2022
SELL
$416.25 - $477.71 $351,731 - $403,664
-845 Reduced 17.75%
3,916 $1.61 Million
Q4 2021

Feb 07, 2022
SELL
$428.64 - $477.48 $10,287 - $11,459
-24 Reduced 0.5%
4,761 $2.26 Million
Q3 2021

Nov 05, 2021
BUY
$424.97 - $453.19 $99,018 - $105,593
233 Added 5.12%
4,785 $2.05 Million
Q2 2021

Aug 03, 2021
SELL
$400.61 - $428.06 $106,562 - $113,863
-266 Reduced 5.52%
4,552 $1.95 Million
Q1 2021

Jun 10, 2021
SELL
$368.79 - $397.26 $154,891 - $166,849
-420 Reduced 8.02%
4,818 $1.91 Million
Q4 2020

Feb 08, 2021
BUY
$326.54 - $373.88 $137,146 - $157,029
420 Added 8.72%
5,238 $1.96 Million
Q1 2012

Apr 13, 2021
BUY
N/A
4,818
4,818 $1.91 Million

Others Institutions Holding SPY

# of Institutions
4,981
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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 Lokken Investment Group LLC Portfolio

Follow Lokken 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 Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email