Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 10,084 | +289 | +3.0% | 3.35% | $6.9M | $681.92 |
| 2025 Q3 | ADDED | 9,795 | +656 | +7.2% | 3.23% | $6.5M | $664.22 |
| 2025 Q2 | ADDED | 9,139 | +462 | +5.3% | 3.12% | $5.6M | $614.33 |
| 2025 Q1 | ADDED | 8,677 | +484 | +5.9% | 2.98% | $4.9M | $554.56 |
As of 2025 Q4 — sorted by position size