SPY SPDR S&P 500 ETF TR

Ownership history in Cercano Management LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Cercano Management 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
2.64% (2024 Q2)
Avg. % of fund
1.54%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 55,788 +3,601 +6.9% 1.44% $38.0M $680.06
2025 Q3 REDUCED 52,187 -7,294 -12.3% 1.33% $34.8M $662.41
2025 Q2 REDUCED 59,481 -81,593 -57.8% 1.05% $36.8M $612.65
2025 Q1 REDUCED 141,074 -7,627 -5.1% 2.32% $78.9M $553.05
2024 Q4 REDUCED 148,701 -18,833 -11.2% 2.22% $87.2M $577.70
2024 Q3 REDUCED 167,534 -14,032 -7.7% 2.30% $96.1M $563.66
2024 Q2 ADDED 181,566 +160,518 +762.6% 2.64% $99.1M $533.00
2024 Q1 ADDED 21,048 +4,194 +24.9% 0.31% $11.0M $510.64
2022 Q4 INITIATED 16,854 0.26% $6.4M
% of Fund (quarterly)    SPY price (monthly, adj. close)
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