SPY SPDR TR UNIT SER 1 COM

Ownership history in BLB&B Advisors, LLC  ·  55 quarters on record

This page tracks every 13F SEC filing in which BLB&B Advisors, LLC reported a position in SPDR TR UNIT SER 1 COM (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
3.15% (2018 Q2)
Avg. % of fund
1.12%
First filed
2008 Q3
Last filed
2025 Q4
Quarters held
55
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,026 +585 +1.5% 1.14% $27.3M $680.06
2025 Q3 REDUCED 39,441 -415 -1.0% 1.13% $26.3M $662.41
2025 Q2 ADDED 39,856 +1,997 +5.3% 1.15% $24.6M $612.65
2025 Q1 ADDED 37,859 +753 +2.0% 1.08% $21.2M $553.05
2024 Q4 REDUCED 37,106 -539 -1.4% 1.11% $21.7M $577.70
2024 Q3 ADDED 37,645 +227 +0.6% 1.10% $21.6M $563.66
2024 Q2 REDUCED 37,418 -765 -2.0% 1.12% $20.4M $533.00
2024 Q1 ADDED 38,183 +4,169 +12.3% 1.13% $20.0M $510.64
2023 Q4 ADDED 34,014 +146 +0.4% 1.02% $16.2M $462.58
2023 Q3 ADDED 33,868 +209 +0.6% 1.03% $14.5M $414.35
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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