SPY SPDR TR UNIT SER 1

Ownership history in HighTower Advisors, LLC  ·  132 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported SPDR TR UNIT SER 1 (SPY) in 132 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.71% in 2023 Q4. The latest visible filing shows SPY at 1.50% 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 HighTower Advisors, LLC's position in SPDR TR UNIT SER 1, 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
2025 Q4

SPY was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 HighTower Advisors, LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 25 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,007,450 -14,729 -0.7% 1.50% $1.37B 2026-02-14 (Est.) $679.89
2025 Q3 ADDED 2,022,179 +1,428,779 +240.8% 1.53% $1.35B 2025-11-07 $667.17
2025 Q3 REDUCED 593,400 -1,379,145 -69.9% 0.00% $2.6M 2025-11-07 $667.17
2025 Q2 ADDED 1,972,545 +1,817,145 +1169.3% 1.53% $1.22B 2025-08-11 $630.57
2025 Q2 ADDED 155,400 +154,400 +15440.0% 0.00% $270K 2025-08-11 $630.57
2025 Q2 REDUCED 1,000 -1,897,202 -99.9% 0.00% $12K 2025-08-11 $630.57
2025 Q1 ADDED 1,898,202 +1,892,302 +32072.9% 1.44% $1.06B 2025-05-13 $580.19
2025 Q1 ADDED 5,900 +4,000 +210.5% 0.00% $94K 2025-05-13 $580.19
2025 Q1 REDUCED 1,900 -20,900 -91.7% 0.00% $4K 2025-05-13 $580.19
2024 Q4 REDUCED 22,800 -1,875,658 -98.8% 0.00% $127K 2025-02-07 $592.18
2024 Q4 ADDED 1,898,458 +1,883,658 +12727.4% 1.52% $1.11B 2025-02-07 $592.18
2024 Q4 REDUCED 14,800 -5,600 -27.5% 0.00% $109K 2025-02-07 $592.18
2024 Q3 ADDED 20,400 +18,400 +920.0% 0.00% $120K 2024-11-14 $582.90
2024 Q3 REDUCED 2,000 -1,842,778 -99.9% 0.00% $47K 2024-11-14 $582.90
2024 Q3 ADDED 1,844,778 +1,329,678 +258.1% 1.51% $1.06B 2024-11-14 $582.90
2024 Q2 ADDED 515,100 +513,600 +34240.0% 0.00% $693K 2024-08-13 $530.87
2024 Q2 REDUCED 1,500 -1,775,336 -99.9% 0.00% $24K 2024-08-13 $530.87
2024 Q2 ADDED 1,776,836 +1,651,536 +1318.1% 1.49% $967.0M 2024-08-13 $530.87
2024 Q1 REDUCED 125,300 -1,890,666 -93.8% 0.00% $275K 2024-05-06 $504.30
2024 Q1 ADDED 2,015,966 +2,015,266 +287895.1% 1.71% $1.05B 2024-05-06 $504.30
2024 Q1 REDUCED 700 -2,140,878 -100.0% 0.00% $6K 2024-05-06 $504.30
2023 Q4 ADDED 2,141,578 +1,338,478 +166.7% 1.71% $1.02B 2024-02-12 $487.56
2023 Q4 REDUCED 803,100 -1,274,906 -61.4% 0.00% $2.6M 2024-02-12 $487.56
2023 Q3 ADDED 2,078,006 +2,076,574 +145012.2% 1.67% $888.3M 2023-11-08 $423.82
2023 Q3 REDUCED 1,432 -206 -12.6% 0.00% $663K 2023-11-08 $423.82
107 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HighTower Advisors, LLC and SPY

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

How long has HighTower Advisors, LLC reported owning SPY?

HighTower Advisors, LLC reported SPY across 25 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPY position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for SPY was 1.71% in 2023 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when HighTower Advisors, LLC reported 2,007,450 shares, equal to 1.50% of portfolio, with an estimated market value of $1.37B.

What does the chart on this SPY ownership page compare?

The chart compares HighTower Advisors, LLC'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.

← Back to HighTower Advisors, LLC Holdings