SPY SPDR Tr Unit Sr 1

Ownership history in Addison Capital Co  ·  48 quarters on record

This page tracks every 13F SEC filing in which Addison Capital Co reported a position in SPDR Tr Unit Sr 1 (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
7.58% (2025 Q4)
Avg. % of fund
2.03%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,502 +10,417 +30.6% 7.58% $30.3M $681.92
2025 Q3 ADDED 34,085 +3,970 +13.2% 6.71% $22.7M $664.22
2025 Q2 ADDED 30,115 +2,526 +9.2% 6.47% $18.6M $614.33
2025 Q1 ADDED 27,589 +5,973 +27.6% 6.05% $15.4M $554.56
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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