SPY SPDR S&P 500 ETF TR

Ownership history in Pine Valley Investments Ltd Liability Co  ·  25 quarters on record

This page tracks every 13F SEC filing in which Pine Valley Investments Ltd Liability Co 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
10.13% (2023 Q1)
Avg. % of fund
4.19%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,200 -40,300 -73.9% 0.48% $7.9M $681.92
2025 Q4 REDUCED 54,500 -79,033 -59.2% 1.84% $30.5M $681.92
2025 Q4 ADDED 133,533 +122,133 +1071.3% 4.53% $74.9M $681.92
2024 Q4 REDUCED 11,400 -124,564 -91.6% 0.40% $6.7M $579.28
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
← Back to Pine Valley Investments Ltd Liability Co Holdings