SPY SPDR S&P 500 ETF TR

Ownership history in MITCHELL SINKLER & STARR/PA  ·  27 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported SPDR S&P 500 ETF TR (SPY) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.68% in 2025 Q4. The latest visible filing shows SPY at 1.68% 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 MITCHELL SINKLER & STARR/PA's position in SPDR S&P 500 ETF TR, 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
2025 Q4

SPY was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q4

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 2025 Q4

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.

How MITCHELL SINKLER & STARR/PA held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,465 -30 -0.5% 1.68% $3.7M 2026-02-14 (Est.) $679.89
2025 Q3 UNCHANGED 5,495 0% 1.65% $3.7M 2025-11-04 $671.42
2025 Q2 UNCHANGED 5,495 0% 1.62% $3.4M 2025-07-25 $631.74
2025 Q1 REDUCED 5,495 -35 -0.6% 0.86% $3.1M 2025-05-07 $554.79
2024 Q4 REDUCED 5,530 -1,250 -18.4% 0.86% $3.2M 2025-02-12 $594.73
2024 Q3 ADDED 6,780 +985 +17.0% 0.74% $3.0M 2024-11-13 $586.68
2024 Q2 UNCHANGED 5,795 0% 0.82% $3.2M 2024-08-07 $507.97
2024 Q1 REDUCED 5,795 -1,590 -21.5% 0.76% $3.0M 2024-04-30 $490.05
2023 Q4 ADDED 7,385 +1,590 +27.4% 0.64% $3.5M 2024-02-12 $487.56
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and SPY

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

How long has MITCHELL SINKLER & STARR/PA reported owning SPY?

MITCHELL SINKLER & STARR/PA reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for SPY was 1.68% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL SINKLER & STARR/PA reported 5,465 shares, equal to 1.68% of portfolio, with an estimated market value of $3.7M.

What does the chart on this SPY ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA'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.

← Back to MITCHELL SINKLER & STARR/PA Holdings