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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 13,350 | -298 | -2.2% | 5.14% | $9.1M | $680.06 |
| 2025 Q3 | REDUCED | 13,648 | -1,452 | -9.6% | 5.25% | $9.1M | $662.41 |
| 2025 Q2 | REDUCED | 15,100 | -40 | -0.3% | 5.97% | $9.3M | $612.65 |
| 2025 Q1 | ADDED | 15,140 | +816 | +5.7% | 5.79% | $8.5M | $553.05 |
| 2024 Q4 | REDUCED | 14,324 | -184 | -1.3% | 5.47% | $8.4M | $577.70 |
| 2024 Q3 | ADDED | 14,508 | +46 | +0.3% | 5.65% | $8.3M | $563.66 |
| 2024 Q2 | REDUCED | 14,462 | -135 | -0.9% | 5.74% | $7.9M | $533.00 |
| 2024 Q1 | REDUCED | 14,597 | -172 | -1.2% | 5.84% | $7.6M | $510.64 |
| 2023 Q4 | ADDED | 14,769 | +322 | +2.2% | 6.03% | $7.0M | $462.58 |
| 2023 Q3 | ADDED | 14,447 | +2,070 | +16.7% | 5.90% | $6.2M | $414.35 |
As of 2025 Q4 — sorted by position size