Ownership history in 55I, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in SPDR SER TR (LGLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | REDUCED | 1,578 | -505 | -24.2% | 0.01% | $207K | $121.94 |
| 2022 Q1 | REDUCED | 2,083 | -1,255 | -37.6% | 0.01% | $299K | $133.04 |
| 2021 Q4 | REDUCED | 3,338 | -1,210 | -26.6% | 0.01% | $503K | $139.02 |
| 2021 Q3 | ADDED | 4,548 | +20 | +0.4% | 0.02% | $607K | $122.57 |
As of 2025 Q4 — sorted by position size