Ownership history in Advisor Resource Council · 40 quarters on record
This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in SPDR S&P 500 ETF TRUST (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 | ADDED | 86,735 | +20,335 | +30.6% | 21.24% | $59.8M | $680.06 |
| 2025 Q4 | ADDED | 66,400 | +24,581 | +58.8% | 0.24% | $684K | $680.06 |
| 2025 Q3 | REDUCED | 41,819 | -38,771 | -48.1% | 37.62% | $27.9M | $662.41 |
| 2025 Q2 | ADDED | 80,590 | +10,290 | +14.6% | 19.41% | $49.8M | $612.65 |
| 2025 Q2 | ADDED | 70,300 | +64,400 | +1091.5% | 16.93% | $43.4M | $612.65 |
| 2025 Q2 | REDUCED | 5,900 | -162,879 | -96.5% | 1.42% | $3.6M | $612.65 |
| 2025 Q1 | ADDED | 168,779 | +98,479 | +140.1% | 5.85% | $72.5M | $553.05 |
| 2025 Q1 | ADDED | 70,300 | +64,400 | +1091.5% | 0.00% | $2K | $553.05 |
| 2025 Q1 | REDUCED | 5,900 | -75,378 | -92.7% | 0.00% | $33 | $553.05 |
| 2024 Q4 | ADDED | 81,278 | +49,275 | +154.0% | 34.20% | $47.6M | $577.70 |
As of 2025 Q4 — sorted by position size