SPY SPDR S&P 500 ETF TR

Ownership history in Integrity Financial Corp /WA  ·  17 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported SPDR S&P 500 ETF TR (SPY) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.98% in 2025 Q4. The latest visible filing shows SPY at 12.98% 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 Integrity Financial Corp /WA's position in SPDR S&P 500 ETF TR, 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 12.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.98% in 2025 Q4

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 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 Integrity Financial Corp /WA held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 37,472 +653 +1.8% 12.98% $25.6M 2026-02-14 (Est.) $679.89
2025 Q3 ADDED 36,819 +7,257 +24.5% 11.74% $24.6M 2025-11-06 $666.51
2025 Q2 ADDED 29,562 +3,346 +12.8% 9.32% $18.3M 2025-08-05 $622.69
2025 Q1 ADDED 26,216 +64 +0.2% 8.34% $14.7M 2025-05-12 $576.38
2024 Q4 ADDED 26,152 +383 +1.5% 8.80% $15.3M 2025-02-13 $601.01
2024 Q3 REDUCED 25,769 -351 -1.3% 8.67% $14.8M 2024-10-21 $573.36
2024 Q2 ADDED 26,120 +326 +1.3% 8.89% $14.2M 2024-07-30 $530.83
2024 Q1 ADDED 25,794 +1,121 +4.5% 9.25% $13.5M 2024-05-02 $493.03
2023 Q4 ADDED 24,673 +495 +2.0% 8.50% $11.7M 2024-02-07 $484.76
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Integrity Financial Corp /WA and SPY

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

How long has Integrity Financial Corp /WA reported owning SPY?

Integrity Financial Corp /WA reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for SPY was 12.98% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Integrity Financial Corp /WA reported 37,472 shares, equal to 12.98% of portfolio, with an estimated market value of $25.6M.

What does the chart on this SPY ownership page compare?

The chart compares Integrity Financial Corp /WA'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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