Lowery Thomas, LLC Spdr Portfolio S&P 500 Value E Transaction History

Lowery Thomas, LLC

  • $147 Million
  • Q3 2024

A detailed history of Lowery Thomas, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Lowery Thomas, LLC holds 23,397 shares of SPYV stock, worth $1.28 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
23,397
Previous 23,593 0.83%
Holding current value
$1.28 Million
Previous $1.15 Million 7.57%
% of portfolio
0.84%
Previous 0.84%

Shares

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

Nov 08, 2024
SELL
$48.51 - $52.86 $9,507 - $10,360
-196 Reduced 0.83%
23,397 $1.24 Million
Q2 2024

Aug 02, 2024
SELL
$47.37 - $50.09 $187,585 - $198,356
-3,960 Reduced 14.37%
23,593 $1.15 Million
Q1 2024

May 10, 2024
BUY
$45.88 - $50.1 $1,881 - $2,054
41 Added 0.15%
27,553 $1.38 Million
Q4 2023

Feb 05, 2024
SELL
$39.63 - $46.73 $101,096 - $119,208
-2,551 Reduced 8.49%
27,512 $1.28 Million
Q3 2023

Nov 01, 2023
SELL
$41.15 - $44.69 $120,981 - $131,388
-2,940 Reduced 8.91%
30,063 $1.24 Million
Q2 2023

Jul 31, 2023
BUY
$40.17 - $43.27 $7,592 - $8,178
189 Added 0.58%
33,003 $1.43 Million
Q1 2023

May 04, 2023
BUY
$38.68 - $42.77 $6,150 - $6,800
159 Added 0.49%
32,814 $1.34 Million
Q4 2022

Feb 10, 2023
SELL
$34.79 - $40.71 $3.57 Million - $4.18 Million
-102,643 Reduced 75.86%
32,655 $1.27 Million
Q3 2022

Nov 14, 2022
SELL
$34.49 - $40.43 $1.86 Million - $2.18 Million
-53,810 Reduced 28.45%
135,298 $4.67 Million
Q2 2022

Aug 15, 2022
BUY
$35.93 - $42.52 $459,580 - $543,873
12,791 Added 7.25%
189,108 $6.96 Million
Q1 2022

May 10, 2022
BUY
$39.54 - $42.64 $3.05 Million - $3.29 Million
77,094 Added 77.7%
176,317 $7.36 Million
Q4 2021

May 10, 2022
BUY
$39.14 - $42.04 $3.88 Million - $4.17 Million
99,223 New
99,223 $4.17 Million

Others Institutions Holding SPYV

# of Institutions
1,009
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, 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 Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email