Ownership history in &PARTNERS · 29 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 278,473 | +171,841 | +161.2% | 0.99% | $189.3M | $681.92 |
| 2025 Q3 | ADDED | 106,632 | +31,281 | +41.5% | 0.45% | $71.0M | $664.22 |
| 2025 Q2 | ADDED | 75,351 | +18,631 | +32.8% | 0.36% | $46.5M | $614.33 |
| 2025 Q1 | ADDED | 56,720 | +11,779 | +26.2% | 0.33% | $31.5M | $554.56 |
As of 2025 Q4 — sorted by position size