SPY SPDR S&P 500 ETF TR

Ownership history in Bleichroeder LP  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bleichroeder LP 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
4.66% (2025 Q2)
Avg. % of fund
2.51%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 32,570 0% 3.91% $22.2M $681.92
2025 Q3 ADDED 32,570 +1,900 +6.2% 4.23% $21.7M $664.22
2025 Q2 ADDED 30,670 +2,100 +7.4% 4.66% $18.9M $614.33
2025 Q1 UNCHANGED 28,570 0% 4.26% $16.0M $554.56
2024 Q4 ADDED 28,570 +26,100 +1056.7% 4.21% $16.7M $579.28
2024 Q3 UNCHANGED 2,470 0% 0.38% $1.4M $565.20
2024 Q2 UNCHANGED 2,470 0% 0.40% $1.3M $534.46
2024 Q1 UNCHANGED 2,470 0% 0.32% $1.3M $512.04
2023 Q4 INITIATED 2,470 0.26% $1.2M
% of Fund (quarterly)    SPY price (monthly, adj. close)
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