Lowe Wealth Advisors, LLC SPY Holdings History
Lowe Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 127,304.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $78.66 Mil. This investment constitutes 30.71% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Lowe Wealth Advisors, LLC has made 7 purchases of SPY, at an average price of $213.60, for a total of 158,021.00 shares. In addition, there have been 22 sales at an average price of $425.73 for 30,717.00 shares. Based on historical transaction data and SPY's current price of $624.74, Lowe Wealth Advisors, LLC's estimated gain on his SPY holdings is $58.86 Mil, reflecting a 174.37% gain to date.
Lowe Wealth Advisors, LLC SPY ($624.74) Holding Chart
Lowe Wealth Advisors, LLC SPY ($624.74) 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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