SPY SPDR S&P 500 ETF TR

Ownership history in Marest Capital, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Marest Capital, 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
77.28% (2025 Q2)
Avg. % of fund
72.83%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 163,612 +1,333 +0.8% 62.40% $111.6M $680.06
2025 Q3 ADDED 162,279 +1,516 +0.9% 65.71% $108.1M $662.41
2025 Q2 ADDED 160,763 +1,273 +0.8% 77.28% $99.3M $612.65
2025 Q1 ADDED 159,490 +1,525 +1.0% 74.11% $89.2M $553.05
2024 Q4 ADDED 157,965 +1,678 +1.1% 74.83% $92.6M $577.70
2024 Q3 REDUCED 156,287 -974 -0.6% 75.93% $89.7M $563.66
2024 Q2 ADDED 157,261 +1,239 +0.8% 76.02% $85.6M $533.00
2024 Q1 ADDED 156,022 +4,093 +2.7% 75.20% $81.6M $510.64
2023 Q4 INITIATED 151,929 74.01% $72.2M
% of Fund (quarterly)    SPY price (monthly, adj. close)
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