Ownership history in Geller Advisors LLC · 78 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in SPDR TR UNIT SER 1 (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 241,658 | -25,750 | -9.6% | 9.34% | $142.1M | $577.70 |
| 2024 Q3 | REDUCED | 267,408 | -4,566 | -1.7% | 10.64% | $153.9M | $563.66 |
| 2024 Q2 | REDUCED | 271,974 | -4,818 | -1.7% | 11.02% | $148.5M | $533.00 |
| 2024 Q1 | REDUCED | 276,792 | -2,722 | -1.0% | 11.78% | $145.2M | $510.64 |
| 2023 Q4 | ADDED | 279,514 | +941 | +0.3% | 12.99% | $133.4M | $462.58 |
| 2023 Q3 | REDUCED | 278,573 | -2,899 | -1.0% | 13.89% | $119.5M | $414.35 |
| 2023 Q2 | REDUCED | 281,472 | -9,797 | -3.4% | 15.62% | $125.2M | $428.16 |
| 2023 Q1 | ADDED | 291,269 | +2,067 | +0.7% | 17.65% | $119.7M | $393.96 |
| 2022 Q4 | ADDED | 289,202 | +15,835 | +5.8% | 18.80% | $111.1M | $366.62 |
| 2022 Q3 | REDUCED | 273,367 | -1,057 | -0.4% | 21.31% | $98.1M | $340.84 |
As of 2025 Q4 — sorted by position size