SPY SPDR S&P 500 ETF TR

Ownership history in Firestone Capital Management  ·  25 quarters on record

This page tracks every 13F SEC filing in which Firestone Capital Management 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
6.71% (2024 Q2)
Avg. % of fund
4.53%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 44,410 -1,914 -4.1% 6.42% $30.3M $680.06
2025 Q3 ADDED 46,324 +985 +2.2% 6.67% $30.9M $662.41
2025 Q2 ADDED 45,339 +846 +1.9% 6.60% $28.0M $612.65
2025 Q1 REDUCED 44,493 -315 -0.7% 6.53% $24.9M $553.05
2024 Q4 ADDED 44,808 +630 +1.4% 6.53% $26.3M $577.70
2024 Q3 REDUCED 44,178 -970 -2.1% 6.36% $25.3M $563.66
2024 Q2 ADDED 45,148 +2,608 +6.1% 6.71% $24.6M $533.00
2024 Q1 ADDED 42,540 +4,560 +12.0% 6.19% $22.3M $510.64
2023 Q4 ADDED 37,980 +3,164 +9.1% 5.56% $18.1M $462.58
2023 Q3 ADDED 34,816 +1,733 +5.2% 5.09% $14.9M $414.35
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
← Back to Firestone Capital Management Holdings