Ownership history in LYNCH & ASSOCIATES/IN · 14 quarters on record
This page tracks every 13F SEC filing in which LYNCH & ASSOCIATES/IN reported a position in SPDR PORTFOLIO S&P 500 VALUE E (SPYV). 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 | ADDED | 157,406 | +2,485 | +1.6% | 1.69% | $8.9M | $56.81 |
| 2025 Q3 | ADDED | 154,921 | +4,413 | +2.9% | 1.66% | $8.6M | $55.03 |
| 2025 Q2 | ADDED | 150,508 | +2,862 | +1.9% | 1.59% | $7.9M | $51.81 |
| 2025 Q1 | ADDED | 147,646 | +2,062 | +1.4% | 1.63% | $7.5M | $50.30 |
| 2024 Q4 | ADDED | 145,584 | +4,261 | +3.0% | 1.62% | $7.4M | $50.19 |
| 2024 Q3 | ADDED | 141,323 | +1,514 | +1.1% | 1.58% | $7.5M | $51.53 |
| 2024 Q2 | ADDED | 139,809 | +5,030 | +3.7% | 1.54% | $6.8M | $47.27 |
| 2024 Q1 | ADDED | 134,779 | +3,301 | +2.5% | 1.56% | $6.8M | $48.30 |
| 2023 Q4 | ADDED | 131,478 | +386 | +0.3% | 1.49% | $6.1M | $44.72 |
| 2023 Q3 | ADDED | 131,092 | +3,821 | +3.0% | 1.43% | $5.4M | $39.37 |
As of 2025 Q4 — sorted by position size