Ownership history in Avalon Advisory Group · 7 quarters on record
This page tracks every 13F SEC filing in which Avalon Advisory Group reported a position in SPDR S&P 500 ETF TR (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 | UNCHANGED | 403 | — | 0% | 0.11% | $275K | $681.92 |
| 2025 Q3 | UNCHANGED | 403 | — | 0% | 0.11% | $268K | $664.22 |
| 2025 Q2 | UNCHANGED | 403 | — | 0% | 0.11% | $249K | $614.33 |
| 2025 Q1 | UNCHANGED | 403 | — | 0% | 0.11% | $225K | $554.56 |
| 2024 Q4 | UNCHANGED | 403 | — | 0% | 0.11% | $236K | $579.28 |
| 2024 Q3 | UNCHANGED | 403 | — | 0% | 0.10% | $231K | $565.20 |
| 2024 Q2 | INITIATED | 403 | — | — | 0.10% | $219K | — |
As of 2025 Q4 — sorted by position size