SPY SPDR S&P 500 ETF TRUST

Ownership history in LCNB CORP  ·  32 quarters on record

This page tracks every 13F SEC filing in which LCNB CORP reported a position in SPDR S&P 500 ETF TRUST (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
2.25% (2025 Q3)
Avg. % of fund
1.97%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,599 -72 -0.7% 2.19% $6.5M $681.92
2025 Q3 REDUCED 9,671 -20 -0.2% 2.25% $6.4M $664.22
2025 Q2 REDUCED 9,691 -318 -3.2% 2.11% $6.0M $614.33
2025 Q1 REDUCED 10,009 -73 -0.7% 2.06% $5.6M $554.56
2024 Q4 REDUCED 10,082 -62 -0.6% 2.15% $5.9M $579.28
2024 Q3 REDUCED 10,144 -211 -2.0% 2.06% $5.8M $565.20
2024 Q2 REDUCED 10,355 -104 -1.0% 2.11% $5.6M $534.46
2024 Q1 REDUCED 10,459 -19 -0.2% 1.98% $5.5M $512.04
2023 Q4 REDUCED 10,478 -50 -0.5% 1.96% $5.0M $463.84
2023 Q3 ADDED 10,528 +175 +1.7% 1.99% $4.5M $415.48
22 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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