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

Lokken Investment Group LLC

  • $205 Million
  • Q2 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 4,064 shares of SPY stock, worth $2.36 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
4,064
Previous 3,868 5.07%
Holding current value
$2.36 Million
Previous $2.02 Million 9.29%
% of portfolio
1.08%
Previous 1.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,477
Shares Held
572M
Call Options Held
272M
Put Options Held
391M
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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