Avid Wealth Partners LLC SPY — SPDR S&P 500 ETF TR

Ownership history in Avid Wealth Partners LLC  ·  10 quarters on record

AI Ownership Summary

Avid Wealth Partners LLC reported SPDR S&P 500 ETF TR (SPY) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2023 Q4. The latest visible filing shows SPY at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avid Wealth Partners LLC's position in SPDR S&P 500 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPY was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page Avid Wealth Partners LLC fund profile Avid Wealth Partners LLC full holdings
How Avid Wealth Partners LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,389 +584 +72.5% 0.43% $903K 2026-05-01 $720.65
2025 Q4 ADDED — — — 805 +49 +6.5% 0.27% $549K 2026-02-13 $679.89
2025 Q3 UNCHANGED — — — 756 — 0% 0.25% $505K 2025-11-06 $666.51
2025 Q2 UNCHANGED — — — 756 — 0% 0.27% $468K 2025-08-14 $639.53
2025 Q1 UNCHANGED — — — 756 — 0% 0.29% $423K 2025-04-17 $520.44
2024 Q4 UNCHANGED — — — 756 — 0% 0.31% $443K 2025-01-27 $590.80
2024 Q3 REDUCED — — — 756 -10 -1.3% 0.31% $434K 2024-11-01 $560.99
2024 Q2 REDUCED 18.2% +5.8% ❌ 766 -171 -18.2% 0.32% $417K 2024-07-19 $537.68
2024 Q1 UNCHANGED — — — 937 — 0% 0.39% $490K 2024-05-08 $504.90
2023 Q4 INITIATED — — — 937 — — 0.44% $445K 2024-01-23 $471.87

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% UCLA Foundation 100.0% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 92.45% Greenfield FTC, Inc. 3Y 86.17% Pacific Wealth Management 3Y 58.72% Trust Asset Management LLC 3Y 7Y 56.09% Spider Management Company, LLC 54.59% Shulman DeMeo Asset Management LLC 3Y 7Y 51.75% CV Advisors LLC 3Y 51.49% Soundwatch Capital LLC 3Y 44.61%

FAQ About Avid Wealth Partners LLC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avid Wealth Partners LLC reported owning SPY?

Avid Wealth Partners LLC reported SPY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPY position in Avid Wealth Partners LLC's portfolio?

The largest reported portfolio weight for SPY was 0.44% in 2023 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when Avid Wealth Partners LLC reported 1,389 shares, equal to 0.43% of portfolio, with an estimated market value of $903K.

What does the chart on this SPY ownership page compare?

The chart compares Avid Wealth Partners LLC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avid Wealth Partners LLC time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, Avid Wealth Partners LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SPY relative to SPY over the holding period was +0.0%.

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