SPY β€” Spdr Trust Series 1

Ownership history in CoreFirst Bank & Trust  Β·  20 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Spdr Trust Series 1 (SPY) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows SPY at 1.23% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in Spdr Trust Series 1, 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
2025 Q4

SPY was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How CoreFirst Bank & Trust held SPY β€” position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,337 -20 -0.6% 1.23% $2.3M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 3,357 -10 -0.3% 1.21% $2.2M 2025-11-13 $668.24
2025 Q2 UNCHANGED 3,367 β€” 0% 1.17% $2.1M 2025-08-14 $639.53
2025 Q1 REDUCED 3,367 -76 -2.2% 1.21% $1.9M 2025-04-29 $548.04
2024 Q4 ADDED 3,443 +382 +12.5% 1.20% $2.0M 2025-02-11 $596.65
2024 Q2 UNCHANGED 3,061 β€” 0% 1.12% $1.7M 2024-08-14 $532.54
2024 Q1 UNCHANGED 3,061 β€” 0% 1.00% $1.6M 2024-05-15 $517.19
2023 Q4 REDUCED 3,061 -1,068 -25.9% 0.97% $1.5M 2024-03-18 $500.68
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and SPY

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

How long has CoreFirst Bank & Trust reported owning SPY?

CoreFirst Bank & Trust reported SPY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for SPY was 1.23% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 3,337 shares, equal to 1.23% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SPY ownership page compare?

The chart compares CoreFirst Bank & Trust'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.

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