SPY SPDR S&P 500 ETF TR

Ownership history in Balefire, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Balefire, LLC 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.

Peak position
32.92% (2020 Q1)
Avg. % of fund
5.41%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,060 +707 +4.1% 2.40% $12.3M $681.92
2025 Q3 ADDED 17,353 +3,773 +27.8% 2.31% $11.6M $664.22
2025 Q2 ADDED 13,580 +9,102 +203.3% 1.82% $8.4M $614.33
2025 Q1 ADDED 4,478 +2,973 +197.5% 0.86% $2.5M $554.56
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
← Back to Balefire, LLC Holdings