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
4,983
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
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