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Lokken Investment Group LLC
> SPY
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR S&P 500 ETF TRUST | SPY | 3,580 | -369 | 1,586,952,000 | 1,585,462,000 | $443,282.68 |
| 06/30/2022 | SPDR S&P 500 ETF TRUST | SPY | 3,949 | 33 | 1,490,000 | -123,000 | $377.31 |
| 03/31/2022 | SPDR S&P 500 ETF TRUST | SPY | 3,916 | -845 | 1,613,000 | -648,000 | $411.90 |
| 12/31/2021 | SPDR S&P 500 ETF TRUST | SPY | 4,761 | -24 | 2,261,000 | 208,000 | $474.90 |
| 09/30/2021 | SPDR S&P 500 ETF TRUST | SPY | 4,785 | 233 | 2,053,000 | 105,000 | $429.05 |
| 06/30/2021 | SPDR S&P 500 ETF TRUST | SPY | 4,552 | -266 | 1,948,000 | 38,000 | $427.94 |
| 03/31/2021 | SPDR S&P 500 ETF TRUST | SPY | 4,818 | -420 | 1,910,000 | -48,000 | $396.43 |
| 12/31/2020 | SPDR S&P 500 ETF TRUST | SPY | 5,238 | 5,238 | 1,958,000 | 1,958,000 | $373.81 |
| 03/31/2012 | SPDR S&P 500 ETF TRUST | SPY | 4,818 | 4,818 | 1,910,000 | 1,910,000 | $396.43 |
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