SPY — SPDR S&P 500 ETF

Ownership history in LOWERY THOMAS, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in SPDR S&P 500 ETF (SPY). 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.

Peak position
6.03% (2023 Q4)
Avg. % of fund
5.32%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,350 -298 -2.2% 5.14% $9.1M $681.92
2025 Q3 REDUCED 13,648 -1,452 -9.6% 5.25% $9.1M $664.22
2025 Q2 REDUCED 15,100 -40 -0.3% 5.97% $9.3M $614.33
2025 Q1 ADDED 15,140 +816 +5.7% 5.79% $8.5M $554.56
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)

Other funds also holding SPY

As of 2025 Q4 — sorted by position size

North Horizon Holdings Inc. 100.0% TEXAS TREASURY SAFEKEEPING TRUST CO 3Y 7Y 95.55% HOWARD HUGHES MEDICAL INSTITUTE 3Y 7Y 92.85% Power Alpha Investment Ltd 92.14% RedJay Asset Management Inc. 91.78% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 91.62% Greenfield FTC, Inc. 3Y 90.72% DOW CHEMICAL CO /DE/ 3Y 7Y 83.86% CVS HEALTH Corp 3Y 77.55% Little Harbor Advisors, LLC 74.53%
← Back to LOWERY THOMAS, LLC Holdings