SPY β€” SPDR S&P 500 ETF TR

Ownership history in Focus Financial Network, Inc.  Β·  8 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported SPDR S&P 500 ETF TR (SPY) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.52% in 2024 Q2. The latest visible filing shows SPY at 1.28% 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.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Financial Network, Inc.'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
2025 Q4

SPY was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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 Focus Financial Network, Inc. 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 ADDED 53,867 +235 +0.4% 1.28% $36.7M 2026-02-14 (Est.) $679.89
2025 Q3 ADDED 53,632 +4,716 +9.6% 1.27% $35.7M 2025-10-10 $649.32
2025 Q2 ADDED 48,916 +4,270 +9.6% 1.19% $30.2M 2025-07-10 $620.56
2025 Q1 ADDED 44,646 +2,769 +6.6% 1.02% $25.0M 2025-04-15 $531.52
2024 Q4 ADDED 41,877 +770 +1.9% 0.98% $24.5M 2025-01-29 $593.20
2024 Q3 REDUCED 41,107 -2,655 -6.1% 0.96% $23.6M 2024-10-28 $570.60
2024 Q2 ADDED 43,762 +3,333 +8.2% 1.52% $11.3M 2024-07-24 $530.08
2024 Q1 INITIATED 40,429 β€” β€” 0.98% $20.2M 2024-04-24 $493.40

FAQ About Focus Financial Network, Inc. and SPY

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

How long has Focus Financial Network, Inc. reported owning SPY?

Focus Financial Network, Inc. reported SPY across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SPY position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for SPY was 1.52% in 2024 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Focus Financial Network, Inc. reported 53,867 shares, equal to 1.28% of portfolio, with an estimated market value of $36.7M.

What does the chart on this SPY ownership page compare?

The chart compares Focus Financial Network, Inc.'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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