SPY SPDR S&P 500 ETF

Ownership history in Next Level Private LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Next Level Private LLC reported a position in SPDR S&P 500 ETF (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
5.39% (2021 Q4)
Avg. % of fund
3.65%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,700 -572 -3.5% 2.81% $10.7M $680.06
2025 Q3 ADDED 16,272 +134 +0.8% 3.17% $10.9M $662.41
2025 Q2 REDUCED 16,138 -66 -0.4% 3.25% $10.0M $612.65
2025 Q1 REDUCED 16,204 -300 -1.8% 3.38% $9.1M $553.05
2024 Q4 REDUCED 16,504 -35 -0.2% 3.90% $9.7M $577.70
2024 Q3 ADDED 16,539 +45 +0.3% 3.89% $9.5M $563.66
2024 Q2 ADDED 16,494 +21 +0.1% 4.11% $9.0M $533.00
2024 Q1 ADDED 16,473 +1,127 +7.3% 3.96% $8.6M $510.64
2023 Q4 ADDED 15,346 +46 +0.3% 4.13% $7.3M $462.58
2023 Q3 ADDED 15,300 +71 +0.5% 4.34% $6.5M $414.35
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
← Back to Next Level Private LLC Holdings