SPY SPDR S&P 500 ETF TRUST

Ownership history in Pegasus Partners Ltd.  ·  38 quarters on record

This page tracks every 13F SEC filing in which Pegasus Partners Ltd. reported a position in SPDR S&P 500 ETF TRUST (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
6.91% (2020 Q2)
Avg. % of fund
2.65%
First filed
2015 Q2
Last filed
2024 Q3
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 55,458 -744 -1.3% 2.98% $31.8M $565.20
2024 Q2 REDUCED 56,202 -792 -1.4% 3.08% $30.6M $534.46
2024 Q1 REDUCED 56,994 -776 -1.3% 3.16% $29.8M $512.04
2023 Q4 REDUCED 57,770 -931 -1.6% 3.21% $27.5M $463.84
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
← Back to Pegasus Partners Ltd. Holdings