SPY — SPDR TRUST SERIES 1 - S&P 500 COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  49 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported SPDR TRUST SERIES 1 - S&P 500 COM (SPY) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.39% in 2024 Q2. The latest visible filing shows SPY at 1.09% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in SPDR TRUST SERIES 1 - S&P 500 COM, 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
2026 Q1

SPY was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2024 Q2

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 2026 Q1

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.

SPY stock page LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17,823 -1,354 -7.1% 1.09% $11.6M 2026-05-15 (Est.) $679.46
2025 Q4 REDUCED 19,177 -97 -0.5% 1.21% $13.1M 2026-01-12 $693.27
2025 Q3 REDUCED 19,274 -314 -1.6% 1.23% $12.8M 2025-10-09 $667.36
2025 Q2 REDUCED 19,588 -1,634 -7.7% 1.26% $12.1M 2025-07-02 $615.23
2025 Q1 REDUCED 21,222 -330 -1.5% 1.32% $11.9M 2025-04-08 $490.85
2024 Q4 REDUCED 21,552 -875 -3.9% 1.36% $12.6M 2025-01-10 $572.19
2024 Q3 UNCHANGED 22,427 — 0% 1.39% $12.2M 2024-10-03 $557.82
2024 Q2 ADDED 22,427 +155 +0.7% 1.39% $12.2M 2024-07-16 $553.22
2024 Q1 ADDED 22,272 +242 +1.1% 1.38% $11.7M 2024-04-15 $492.46
2023 Q4 ADDED 22,030 +100 +0.5% 1.34% $10.5M 2024-01-12 $463.91
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% Shulman DeMeo Asset Management LLC 3Y 7Y 51.75% Benin Management CORP 3Y 7Y 31.22% Attessa Capital LLC 31.2% McAlister, Sweet & Associates, Inc. 3Y 29.9% TLWM 3Y 7Y 20.21% Granite FO LLC 19.87% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 17.8% Taylor & Morgan Wealth Management, LLC 3Y 17.79% Yanni & Associates Investment Advisors, LLC 16.92%

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and SPY

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning SPY?

LVM CAPITAL MANAGEMENT LTD/MI reported SPY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPY position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for SPY was 1.39% in 2024 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 17,823 shares, equal to 1.09% of portfolio, with an estimated market value of $11.6M.

What does the chart on this SPY ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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