SPY STANDARD & POORS LARGE CAP 500

Ownership history in Grove Bank & Trust  ·  42 quarters on record

AI Ownership Summary

Grove Bank & Trust reported STANDARD & POORS LARGE CAP 500 (SPY) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.74% in 2025 Q3. The latest visible filing shows SPY at 1.60% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in STANDARD & POORS LARGE CAP 500, 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
2026 Q1

SPY was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Grove Bank & Trust held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,751 -550 -2.5% 1.60% $14.1M 2026-04-08 $676.01
2025 Q4 REDUCED 22,301 -30 -0.1% 1.71% $15.2M 2026-01-08 $687.63
2025 Q3 REDUCED 22,331 -181 -0.8% 1.74% $14.9M 2025-10-06 $667.81
2025 Q2 REDUCED 22,512 -251 -1.1% 1.73% $13.9M 2025-07-11 $618.37
2025 Q1 ADDED 22,763 +3,320 +17.1% 1.70% $12.7M 2025-04-17 $520.44
2024 Q4 ADDED 19,443 +1,036 +5.6% 1.58% $11.4M 2025-01-16 $583.18
2024 Q3 ADDED 18,407 +424 +2.4% 1.56% $10.6M 2024-10-11 $569.38
2024 Q2 REDUCED 17,983 -199 -1.1% 1.57% $9.8M 2024-07-24 $530.08
2024 Q1 REDUCED 18,182 -552 -2.9% 1.60% $9.5M 2024-04-30 $490.05
2023 Q4 REDUCED 18,734 -843 -4.3% 1.64% $8.9M 2024-01-30 $477.74
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and SPY

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

How long has Grove Bank & Trust reported owning SPY?

Grove Bank & Trust reported SPY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPY position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for SPY was 1.74% in 2025 Q3.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 21,751 shares, equal to 1.60% of portfolio, with an estimated market value of $14.1M.

What does the chart on this SPY ownership page compare?

The chart compares Grove Bank & Trust'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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