Lvw Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Lvw Advisors, LLC

$916 Million
Q3 2025

A detailed history of Lvw Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Lvw Advisors, LLC holds 9,322 shares of SPGM stock, worth $708,378. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,322

Previous 10,091 7.62%

Holding current value

$708,378

Previous $696,000 0.29%

% of portfolio

0.08%

Previous 0.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$68.95 - $75.02 $53,022 - $57,690	-769 Reduced 7.62%	9,322 $698,000
Q2 2025 Jul 16, 2025	SELL	$55.5 - $69.0 $458,041 - $569,457	-8,253 Reduced 44.99%	10,091 $696,000
Q1 2025 Apr 09, 2025	SELL	$61.91 - $66.79 $3.99 Million - $4.3 Million	-64,398 Reduced 77.83%	18,344 $1.15 Million
Q4 2024 Jan 16, 2025	BUY	$63.23 - $66.65 $248,873 - $262,334	3,936 Added 4.99%	82,742 $5.24 Million
Q3 2024 Oct 09, 2024	BUY	$57.85 - $64.92 $173,492 - $194,695	2,999 Added 3.96%	78,806 $5.1 Million

Q2 2024 Jul 15, 2024	BUY	$56.67 - $60.99 $54,289 - $58,428	958 Added 1.28%	75,807 $4.61 Million
Q1 2024 Apr 17, 2024	SELL	$54.21 - $59.68 $181,820 - $200,166	-3,354 Reduced 4.29%	74,849 $4.47 Million
Q4 2023 Jan 12, 2024	BUY	$48.07 - $55.48 $484,112 - $558,739	10,071 Added 14.78%	78,203 $4.33 Million
Q3 2023 Oct 10, 2023	BUY	$50.1 - $54.28 $117,885 - $127,720	2,353 Added 3.58%	68,132 $3.44 Million
Q2 2023 Jul 14, 2023	BUY	$49.47 - $52.62 $315,173 - $335,242	6,371 Added 10.72%	65,779 $3.44 Million
Q1 2023 May 02, 2023	BUY	$46.63 - $51.08 $231,471 - $253,561	4,964 Added 9.12%	59,408 $2.96 Million
Q4 2022 Jan 18, 2023	BUY	$42.72 - $49.46 $119,915 - $138,834	2,807 Added 5.44%	54,444 $0
Q3 2022 Oct 13, 2022	SELL	$42.78 - $50.95 $21,689 - $25,831	-507 Reduced 0.97%	51,637 $2.21 Million
Q2 2022 Jul 22, 2022	BUY	$44.97 - $55.51 $455,186 - $561,872	10,122 Added 24.09%	52,144 $2.4 Million
Q1 2022 May 02, 2022	BUY	$50.64 - $58.29 $482,194 - $555,037	9,522 Added 29.3%	42,022 $2.3 Million
Q4 2021 Jan 26, 2022	BUY	$54.48 - $58.88 $103,457 - $111,813	1,899 Added 6.21%	32,500 $1.88 Million
Q3 2021 Nov 02, 2021	BUY	$54.18 - $57.66 $184,537 - $196,389	3,406 Added 12.52%	30,601 $1.68 Million
Q2 2021 Jul 15, 2021	BUY	$52.95 - $55.77 $294,613 - $310,304	5,564 Added 25.72%	27,195 $1.51 Million
Q1 2021 Apr 19, 2021	BUY	$48.86 - $52.85 $89,022 - $96,292	1,822 Added 9.2%	21,631 $1.13 Million
Q4 2020 Feb 04, 2021	BUY	$42.03 - $49.28 $68,761 - $80,622	1,636 Added 9.0%	19,809 $965,000
Q3 2020 Oct 29, 2020	BUY	$39.86 - $45.37 $214,486 - $244,135	5,381 Added 42.07%	18,173 $787,000
Q2 2020 Aug 11, 2020	BUY	$32.02 - $41.32 $409,599 - $528,565	12,792 New	12,792 $510,000
Q4 2019 Feb 10, 2020	SELL	$38.77 - $43.22 $334,507 - $372,902	-8,628 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$39.76 - $40.54 $165,441 - $168,686	4,161 Added 93.15%	8,628 $344,000
Q2 2019 Aug 14, 2019	BUY	N/A	975 Added 27.92%	4,467 $357,000
Q1 2019 May 03, 2019	BUY	N/A	467 Added 15.44%	3,492 $273,000
Q4 2018 Feb 05, 2019	BUY	N/A	231 Added 8.27%	3,025 $211,000
Q3 2018 Nov 02, 2018	BUY	N/A	2,794 New	2,794 $226,000

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.66M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lvw Advisors, LLC with notifications on news.

Account