Ownership history in Kovack Advisors, Inc. · 33 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 69,371 | +28,617 | +70.2% | 2.46% | $32.2M | $680.06 |
| 2025 Q3 | REDUCED | 40,754 | -1,759 | -4.1% | 2.56% | $27.1M | $662.41 |
| 2025 Q2 | ADDED | 42,513 | +2,906 | +7.3% | 2.57% | $26.3M | $612.65 |
| 2025 Q1 | REDUCED | 39,607 | -620 | -1.5% | 2.35% | $22.2M | $553.05 |
| 2024 Q4 | ADDED | 40,227 | +70 | +0.2% | 2.31% | $23.6M | $577.70 |
| 2024 Q3 | ADDED | 40,157 | +2,008 | +5.3% | 2.44% | $23.0M | $563.66 |
| 2024 Q2 | ADDED | 38,149 | +3,511 | +10.1% | 2.28% | $20.8M | $533.00 |
| 2024 Q1 | ADDED | 34,638 | +2,163 | +6.7% | 2.19% | $18.1M | $510.64 |
| 2023 Q4 | ADDED | 32,475 | +766 | +2.4% | 1.83% | $15.4M | $462.58 |
| 2023 Q3 | REDUCED | 31,709 | -6,158 | -16.3% | 1.89% | $13.6M | $414.35 |
As of 2025 Q4 — sorted by position size