SPY β€” SPDR

Ownership history in Hickory Point Bank & Trust  Β·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported SPDR (SPY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 11.44% in 2024 Q4. The latest visible filing shows SPY at 9.49% 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.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in SPDR, 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 9.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.44% in 2024 Q4

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

Time in book
Holding Window
2024 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 Hickory Point Bank & Trust held SPY β€” position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,111 +45 +0.2% 9.49% $14.4M 2026-05-15 (Est.) $704.08
2025 Q4 ADDED 22,066 +15 +0.1% 10.92% $15.0M 2026-01-12 $693.27
2025 Q3 ADDED 22,051 +200 +0.9% 10.98% $14.7M 2025-10-06 $667.81
2025 Q2 REDUCED 21,851 -100 -0.5% 10.89% $13.5M 2025-07-08 $615.12
2025 Q1 REDUCED 21,951 -42 -0.2% 10.80% $12.3M 2025-04-14 $533.01
2024 Q4 INITIATED 21,993 β€” β€” 11.44% $12.9M 2025-02-05 $595.58

FAQ About Hickory Point 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 Hickory Point Bank & Trust reported owning SPY?

Hickory Point Bank & Trust reported SPY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SPY was 11.44% in 2024 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 22,111 shares, equal to 9.49% of portfolio, with an estimated market value of $14.4M.

What does the chart on this SPY ownership page compare?

The chart compares Hickory Point 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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