LOWERY THOMAS, LLC SPY Holdings History
LOWERY THOMAS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, LOWERY THOMAS, LLC held 15,140.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.47 Mil. This investment constitutes 5.79% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 8 purchases of SPY, at an average price of $448.24, for a total of 16,152.00 shares. In addition, there have been 4 sales at an average price of $458.73 for 1,012.00 shares. Based on historical transaction data and SPY's current price of $620.68, LOWERY THOMAS, LLC's estimated gain on his SPY holdings is $2.62 Mil, reflecting a 36.21% gain to date.
LOWERY THOMAS, LLC SPY ($620.68) Holding Chart
LOWERY THOMAS, LLC SPY ($620.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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