LWA
Lowe Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.7M | Buy |
127,304
+338
| +0.3% | +$209K | 30.71% | 1 |
|
|
2025
Q1 | $71M | Sell |
126,966
-3,122
| -2% | -$1.75M | 30.18% | 1 |
|
|
2024
Q4 | $76.2M | Sell |
130,088
-1,921
| -1% | -$1.13M | 32.49% | 1 |
|
|
2024
Q3 | $75.7M | Sell |
132,009
-1,415
| -1% | -$812K | 32.63% | 1 |
|
|
2024
Q2 | $72.6M | Sell |
133,424
-2,340
| -2% | -$1.27M | 33.08% | 1 |
|
|
2024
Q1 | $71M | Sell |
135,764
-906
| -0.7% | -$474K | 33.07% | 1 |
|
|
2023
Q4 | $65M | Sell |
136,670
-1,546
| -1% | -$735K | 32.14% | 1 |
|
|
2023
Q3 | $59.1M | Sell |
138,216
-1,166
| -0.8% | -$498K | 31.42% | 1 |
|
|
2023
Q2 | $61.8M | Sell |
139,382
-827
| -0.6% | -$367K | 31.34% | 1 |
|
|
2023
Q1 | $57.4M | Sell |
140,209
-1,880
| -1% | -$770K | 30.89% | 1 |
|
|
2022
Q4 | $54.3M | Sell |
142,089
-2,504
| -2% | -$958K | 30.02% | 1 |
|
|
2022
Q3 | $51.6M | Sell |
144,593
-3,043
| -2% | -$1.09M | 30.4% | 1 |
|
|
2022
Q2 | $55.7M | Sell |
147,636
-943
| -0.6% | -$356K | 30.4% | 1 |
|
|
2022
Q1 | $67.1M | Sell |
148,579
-231
| -0.2% | -$104K | 30.36% | 1 |
|
|
2021
Q4 | $70.7M | Buy |
148,810
+1,455
| +1% | +$691K | 31.11% | 1 |
|
|
2021
Q3 | $63.2M | Buy |
147,355
+518
| +0.4% | +$222K | 29.99% | 1 |
|
|
2021
Q2 | $62.9M | Sell |
146,837
-386
| -0.3% | -$165K | 30.1% | 1 |
|
|
2021
Q1 | $58.3M | Sell |
147,223
-814
| -0.5% | -$323K | 29.34% | 1 |
|
|
2020
Q4 | $55.3M | Buy |
148,037
+646
| +0.4% | +$242K | 28.12% | 1 |
|
|
2020
Q3 | $49.4M | Sell |
147,391
-966
| -0.7% | -$324K | 27.4% | 1 |
|
|
2020
Q2 | $45.7M | Sell |
148,357
-1,952
| -1% | -$602K | 26.95% | 1 |
|
|
2020
Q1 | $38.7M | Sell |
150,309
-1,128
| -0.7% | -$291K | 27.28% | 1 |
|
|
2019
Q4 | $48.7M | Buy |
151,437
+153
| +0.1% | +$49.2K | 27.08% | 1 |
|
|
2019
Q3 | $44.9M | Sell |
151,284
-99
| -0.1% | -$29.4K | 26.83% | 1 |
|
|
2019
Q2 | $44.4M | Sell |
151,383
-347
| -0.2% | -$102K | 26.63% | 1 |
|
|
2019
Q1 | $42.9M | Sell |
151,730
-1,717
| -1% | -$485K | 25.96% | 1 |
|
|
2018
Q4 | $38.4M | Sell |
153,447
-1,464
| -0.9% | -$366K | 26.21% | 1 |
|
|
2018
Q3 | $45M | Buy |
154,911
+741
| +0.5% | +$215K | 26.64% | 1 |
|
|
2018
Q2 | $41.8M | Buy |
154,170
+357
| +0.2% | +$96.8K | 25.95% | 1 |
|
|
2018
Q1 | $40.5M | Sell |
153,813
-584
| -0.4% | -$154K | 25.4% | 1 |
|
|
2017
Q4 | $41.2M | Buy |
154,397
+728
| +0.5% | +$194K | 25.1% | 1 |
|
|
2017
Q3 | $38.6M | Buy |
153,669
+43
| +0% | +$10.8K | 24.12% | 1 |
|
|
2017
Q2 | $37.1M | Buy |
153,626
+981
| +0.6% | +$237K | 23.69% | 1 |
|
|
2017
Q1 | $36M | Buy |
152,645
+2,443
| +2% | +$576K | 23.66% | 1 |
|
|
2016
Q4 | $33.6M | Sell |
150,202
-2,203
| -1% | -$492K | 22.96% | 1 |
|
|
2016
Q3 | $33M | Sell |
152,405
-660
| -0.4% | -$143K | 22.32% | 1 |
|
|
2016
Q2 | $32.1M | Sell |
153,065
-1,031
| -0.7% | -$216K | 21.55% | 1 |
|
|
2016
Q1 | $31.7M | Buy |
154,096
+1,611
| +1% | +$331K | 21.74% | 1 |
|
|
2015
Q4 | $31.1M | Buy |
152,485
+808
| +0.5% | +$165K | 21.14% | 1 |
|
|
2015
Q3 | $29.1M | Buy |
151,677
+1,082
| +0.7% | +$207K | 22.01% | 1 |
|
|
2015
Q2 | $31M | Buy |
150,595
+2,097
| +1% | +$432K | 20.99% | 1 |
|
|
2015
Q1 | $30.7M | Buy |
148,498
+2,352
| +2% | +$486K | 20.83% | 1 |
|
|
2014
Q4 | $30M | Buy |
+146,146
| New | +$30M | 21.49% | 1 |
|