SPY SPDR S&P 500 ETF TR

Ownership history in Fluent Financial, LLC  ·  44 quarters on record

This page tracks every 13F SEC filing in which Fluent Financial, 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
27.51% (2019 Q3)
Avg. % of fund
11.42%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
44
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,677 -21,648 -79.2% 1.48% $3.9M $681.92
2025 Q3 ADDED 27,325 +78 +0.3% 7.12% $18.2M $664.22
2025 Q2 REDUCED 27,247 -15,010 -35.5% 6.93% $16.8M $614.33
2025 Q1 REDUCED 42,257 -3,145 -6.9% 10.30% $23.6M $554.56
2024 Q4 REDUCED 45,402 -2,901 -6.0% 11.77% $26.6M $579.28
2024 Q3 REDUCED 48,303 -460 -0.9% 13.34% $27.7M $565.20
2024 Q2 REDUCED 48,763 -8,265 -14.5% 13.39% $26.5M $534.46
2024 Q1 REDUCED 57,028 -642 -1.1% 16.49% $29.8M $512.04
2023 Q4 REDUCED 57,670 -19,812 -25.6% 16.27% $27.4M $463.84
2023 Q3 ADDED 77,482 +37,391 +93.3% 17.80% $33.1M $415.48
34 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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