SPY β€” SPDR S&P 500 ETF TR TR UNIT

Ownership history in HAP Trading, LLC  Β·  104 quarters on record

This page tracks every 13F SEC filing in which HAP Trading, LLC reported a position in SPDR S&P 500 ETF TR TR UNIT (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.1% (2021 Q3)
πŸ“Š Avg. % of fund
0.3%
πŸ“… First filed
2012 Q3
πŸ“… Last filed
2025 Q2
⏱ Quarters held
104

Position Intelligence

HAP Trading, LLC Γ— SPY AI Analytics

πŸ“ˆ HAP Trading, LLC outperformed the S&P 500 by +-0.0% annually on this SPY position. Timing score: 45% (45/101 decisions correct). Average cost basis: $226.20. Maximum drawdown during holding period: –23.9%.

πŸ“ˆ Position Alpha vs SPY
-0.0%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
101 quarters analyzed

⏱️ Timing Score
45%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
45 of 101 add/trim decisions correct

πŸ’° Entry Quality
$226.20
+170.8% vs current ($612.65)

Best entry: $125.29 (2013 Q1)  Β·  Worst: $612.65 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–23.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
55%
buy-side decisions

57 adds Β· 47 trims. Bought during 5 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.1% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SPY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 315,400 +35,600 +12.7% 0.10% $1.0M $612.65
2025 Q2 ADDED 279,800 +262,611 +1527.8% 0.80% $8.5M $612.65
2025 Q1 REDUCED 17,189 -143,411 -89.3% 1.03% $9.62B $553.05
2025 Q1 REDUCED 160,600 -5,000 -3.0% 0.22% $2.05B $553.05
2025 Q1 ADDED 165,600 +154,851 +1440.6% 0.42% $3.89B $553.05
2024 Q4 REDUCED 10,749 -212,051 -95.2% 0.55% $6.30B $577.70
2024 Q4 ADDED 222,800 +81,900 +58.1% 0.13% $1.48B $577.70
2024 Q4 REDUCED 140,900 -288,200 -67.2% 0.40% $4.65B $577.70
2024 Q3 ADDED 429,100 +309,300 +258.2% 0.08% $707.7M $563.66
2024 Q3 REDUCED 119,800 -179,200 -59.9% 0.59% $5.17B $563.66
94 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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