SPY SPDR S&P 500 ETF TR

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, Inc. 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
2.27% (2025 Q3)
Avg. % of fund
2.01%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,345 -79 -1.2% 2.20% $4.3M $680.06
2025 Q3 ADDED 6,424 +454 +7.6% 2.27% $4.4M $662.41
2025 Q1 ADDED 5,970 +2,164 +56.9% 2.08% $3.3M $553.05
2024 Q4 INITIATED 3,806 1.47% $2.2M $577.70
% of Fund (quarterly)    SPY price (monthly, adj. close)
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