SPY SPDR S&P 500 ETF Tr

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported SPDR S&P 500 ETF Tr (SPY) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.14% in 2023 Q4. The latest visible filing shows SPY at 1.20% 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 First County Bank /CT/'s position in SPDR S&P 500 ETF Tr, 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
2026 Q1

SPY was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.14% in 2023 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 2026 Q1

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 First County Bank /CT/ held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,459 -1,218 -26.0% 1.20% $2.2M 2026-05-15 (Est.) $679.91
2025 Q4 REDUCED 4,677 -354 -7.0% 1.67% $3.2M 2026-01-14 $688.48
2025 Q3 REDUCED 5,031 -516 -9.3% 1.71% $3.4M 2025-10-08 $669.30
2025 Q2 REDUCED 5,547 -337 -5.7% 1.84% $3.4M 2025-07-17 $622.76
2025 Q1 REDUCED 5,884 -2,564 -30.4% 1.82% $3.3M 2025-04-07 $498.66
2024 Q4 ADDED 8,448 +1,976 +30.5% 2.77% $5.0M 2025-01-07 $580.21
2024 Q3 ADDED 6,472 +2,645 +69.1% 1.83% $3.7M 2024-11-12 $586.39
2024 Q2 REDUCED 3,827 -5,464 -58.8% 1.07% $2.1M 2024-08-15 $541.67
2024 Q1 REDUCED 9,291 -13,031 -58.4% 2.37% $4.9M 2024-05-14 $510.87
2023 Q4 ADDED 22,322 +12,831 +135.2% 5.14% $10.6M 2024-02-14 $485.22
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and SPY

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

How long has First County Bank /CT/ reported owning SPY?

First County Bank /CT/ reported SPY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPY position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for SPY was 5.14% in 2023 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 3,459 shares, equal to 1.20% of portfolio, with an estimated market value of $2.2M.

What does the chart on this SPY ownership page compare?

The chart compares First County Bank /CT/'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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