SPY SPDR S&P 500 ETF TR

Ownership history in Caitlin John, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Caitlin John, 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
3.2% (2023 Q4)
Avg. % of fund
1.63%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,354 -3,296 -58.3% 1.07% $1.6M $681.92
2025 Q3 ADDED 5,650 +328 +6.2% 2.62% $3.8M $664.22
2025 Q2 ADDED 5,322 +2,986 +127.8% 3.00% $3.3M $614.33
2025 Q1 ADDED 2,336 +336 +16.8% 1.28% $1.3M $554.56
5 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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