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Lokken Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lokken Investment Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.3M Sell
3,448
-10
-0.3% -$6.41K 0.79% 30
2025
Q2 		$2.14M Buy
3,458
+413
+14% +$236K 0.82% 30
2025
Q1 		$1.7M Sell
3,045
-721
-19% -$424K 0.72% 33
2024
Q4 		$2.21M Sell
3,766
-153
-4% -$90.1K 0.95% 28
2024
Q3 		$2.25M Sell
3,919
-145
-4% -$80.2K 0.94% 27
2024
Q2 		$2.21M Buy
4,064
+196
+5% +$103K 1.04% 22
2024
Q1 		$2.02M Buy
3,868
+242
+7% +$120K 1.01% 27
2023
Q4 		$1.72M Buy
3,626
+86
+2% +$38.3K 0.97% 25
2023
Q3 		$1.51M Sell
3,540
-40
-1% -$17.8K 0.99% 26
2023
Q2 		$1.59M Sell
3,580
-103
-3% -$43.2K 1.03% 24
2023
Q1 		$1.51M Sell
3,683
-16
-0.4% -$6.38K 1.15% 23
2022
Q4 		$1.41M Buy
3,699
+1
+0% +$384 1.12% 25
2022
Q3 		$1.32M Sell
3,698
-251
-6% -$99.7K 1.14% 23
2022
Q2 		$1.49M Buy
3,949
+33
+0.8% +$13.5K 1.21% 23
2022
Q1 		$1.61M Sell
3,916
-845
-18% -$376K 1.28% 20
2021
Q4 		$2.26M Sell
4,761
-24
-0.5% -$11K 1.61% 15
2021
Q3 		$2.05M Buy
4,785
+233
+5% +$103K 1.63% 16
2021
Q2 		$1.95M Sell
4,552
-266
-6% -$111K 1.58% 16
2021
Q1 		$1.91M Sell
4,818
-420
-8% -$162K 1.69% 15
2020
Q4 		$1.96M Buy
+5,238
New +$1.86M 1.79% 14

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lokken Investment Group's SPY Position: Q3 2025 in Review

Lokken Investment Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q3 2025, selling an estimated $6.41K and leaving 3,448 shares worth $2.3M. The position accounts for 0.79% of the portfolio, ranked #30.

Lokken Investment Group first reported a position in SPY in Q4 2020 and has held it in 20 quarters since. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Lokken Investment Group held 3,448 shares of State Street SPDR S&P 500 ETF Trust worth $2.3M as of Q3 2025.
  • Lokken Investment Group sold 10 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $6.41K.
  • State Street SPDR S&P 500 ETF Trust made up 0.79% of Lokken Investment Group's portfolio in Q3 2025, its #30 holding.
  • Lokken Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 20 quarters since.
  • 4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.