Ownership history in ASPIRIANT, LLC · 73 quarters on record
This page tracks every 13F SEC filing in which ASPIRIANT, LLC reported a position in SPDR TR UNIT SER 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 59,832 | -597 | -1.0% | 1.17% | $40.8M | $680.06 |
| 2025 Q3 | REDUCED | 60,429 | -583 | -1.0% | 1.23% | $40.3M | $662.41 |
| 2025 Q2 | ADDED | 61,012 | +656 | +1.1% | 1.20% | $37.7M | $612.65 |
| 2025 Q1 | REDUCED | 60,356 | -513 | -0.8% | 1.17% | $33.8M | $553.05 |
| 2024 Q4 | ADDED | 60,869 | +417 | +0.7% | 1.29% | $35.7M | $577.70 |
| 2024 Q3 | ADDED | 60,452 | +311 | +0.5% | 1.32% | $34.7M | $563.66 |
| 2024 Q2 | ADDED | 60,141 | +728 | +1.2% | 1.33% | $32.7M | $533.00 |
| 2024 Q1 | REDUCED | 59,413 | -36 | -0.1% | 1.29% | $31.1M | $510.64 |
| 2023 Q4 | REDUCED | 59,449 | -2,304 | -3.7% | 1.27% | $28.3M | $462.58 |
| 2023 Q3 | ADDED | 61,753 | +61,253 | +12250.6% | 1.35% | $26.4M | $414.35 |
As of 2025 Q4 — sorted by position size