SPY SPDR S&P 500 ETF TR

Ownership history in Forefront Analytics, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, 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
10.64% (2017 Q4)
Avg. % of fund
4.37%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,752 +15 +0.5% 1.77% $1.8M $664.22
2025 Q1 ADDED 2,737 +9 +0.3% 1.76% $1.5M $554.56
2024 Q4 REDUCED 2,728 -19,236 -87.6% 0.74% $1.6M $579.28
2024 Q3 ADDED 21,964 +71 +0.3% 5.94% $12.6M $565.20
27 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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