BFI Infinity Ltd. SPY — SPDR S&P 500 ETF TR

Ownership history in BFI Infinity Ltd.  ·  5 quarters on record

AI Ownership Summary

BFI Infinity Ltd. reported SPDR S&P 500 ETF TR (SPY) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 37.66% in 2026 Q2. The latest visible filing shows SPY at 37.66% 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 BFI Infinity Ltd.'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 Q2

SPY was reported at 37.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
37.66% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 BFI Infinity Ltd. fund profile BFI Infinity Ltd. full holdings
How BFI Infinity Ltd. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 169,800 +169,755 +377233.3% 37.66% $126.8M 2026-07-10 $754.95
2025 Q4 REDUCED 100.0% -4.4% ✅ 45 -140,155 -100.0% 0.02% $31K 2026-01-14 $686.71
2025 Q4 ADDED — — — 140,200 +140,155 +311455.6% 0.03% $55K 2026-01-14 $686.71
2025 Q2 REDUCED 100.0% +7.7% ❌ 45 -120,055 -100.0% 0.02% $28K 2025-07-17 $621.16
2025 Q2 INITIATED — — — 120,100 — — 0.63% $757K 2025-07-17 $621.16

🏢 Other funds also holding SPY

As of 2026 Q2 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 85.02% Shulman DeMeo Asset Management LLC 3Y 7Y 51.96% Trust Asset Management LLC 3Y 7Y 51.61% Valor Advisors LLC 45.81% Gainplan LLC 3Y 7Y 36.68% Pacific Capital Wealth Advisors, Inc. 3Y 31.56% Attessa Capital LLC 31.4% TLWM 3Y 7Y 20.81% Taylor & Morgan Wealth Management, LLC 3Y 18.17%

FAQ About BFI Infinity Ltd. and SPY

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

How long has BFI Infinity Ltd. reported owning SPY?

BFI Infinity Ltd. reported SPY across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SPY position in BFI Infinity Ltd.'s portfolio?

The largest reported portfolio weight for SPY was 37.66% in 2026 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q2, when BFI Infinity Ltd. reported 169,800 shares, equal to 37.66% of portfolio, with an estimated market value of $126.8M.

What does the chart on this SPY ownership page compare?

The chart compares BFI Infinity Ltd.'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 BFI Infinity Ltd. time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, BFI Infinity Ltd. correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on SPY relative to SPY over the holding period was +1879.4%.

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