SPY SPDR S&P 500 ETF TR

Ownership history in Intelligence Driven Advisers, LLC  ·  22 quarters on record

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

Peak position
2.92% (2025 Q4)
Avg. % of fund
0.72%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,937 -111 -0.4% 2.92% $20.4M $681.92
2025 Q3 ADDED 30,048 +741 +2.5% 2.78% $20.0M $664.22
2025 Q2 ADDED 29,307 +25,141 +603.5% 2.73% $18.1M $614.33
2025 Q1 ADDED 4,166 +26 +0.6% 0.45% $2.3M $554.56
2024 Q4 REDUCED 4,140 -870 -17.4% 0.46% $2.4M $579.28
2024 Q3 REDUCED 5,010 -75 -1.5% 0.41% $2.9M $565.20
2024 Q2 REDUCED 5,085 -15 -0.3% 0.39% $2.8M $534.46
2024 Q1 REDUCED 5,100 -259 -4.8% 0.39% $2.7M $512.04
2023 Q4 REDUCED 5,359 -197 -3.5% 0.42% $2.6M $463.84
2023 Q3 REDUCED 5,556 -63 -1.1% 0.42% $2.4M $415.48
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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