Prepared Retirement Institute LLC SPY — SPDR S&P 500 ETF TR

Ownership history in Prepared Retirement Institute LLC  ·  6 quarters on record

AI Ownership Summary

Prepared Retirement Institute LLC reported SPDR S&P 500 ETF TR (SPY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2025 Q2. The latest visible filing shows SPY at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prepared Retirement Institute LLC's position in SPDR S&P 500 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPY was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page Prepared Retirement Institute LLC fund profile Prepared Retirement Institute LLC full holdings
How Prepared Retirement Institute LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 100.0% +14.2% ❌ — -1,428 -100.0% 0.46% $929 2026-04-30 $716.81
2025 Q4 REDUCED — — — 1,428 -12 -0.8% 0.49% $974K 2026-01-29 $690.37
2025 Q3 REDUCED — — — 1,440 -1 -0.1% 0.50% $959K 2025-10-21 $665.77
2025 Q2 UNCHANGED — — — 1,441 — 0% 0.52% $890K 2025-07-17 $621.16
2025 Q1 REDUCED — — — 1,441 -62 -4.1% 0.51% $806K 2025-05-02 $558.90
2024 Q4 INITIATED — — — 1,503 — — 0.50% $881K 2025-02-13 $599.47

🏢 Other funds also holding SPY

As of 2026 Q2 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 85.02% Greenfield FTC, Inc. 3Y 71.08% Navigation Wealth Management, Inc. 3Y 53.38% Shulman DeMeo Asset Management LLC 3Y 7Y 51.96% Trust Asset Management LLC 3Y 7Y 51.61% Valor Advisors LLC 45.81% Applied Capital LLC/FL 3Y 39.22% BFI Infinity Ltd. 37.66% Gainplan LLC 3Y 7Y 36.68%

FAQ About Prepared Retirement Institute LLC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prepared Retirement Institute LLC reported owning SPY?

Prepared Retirement Institute LLC reported SPY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPY position in Prepared Retirement Institute LLC's portfolio?

The largest reported portfolio weight for SPY was 0.52% in 2025 Q2.

What is the latest reported SPY position on this page?

The latest section of the table and chart shows the most recent reported SPY position for Prepared Retirement Institute LLC.

What does the chart on this SPY ownership page compare?

The chart compares Prepared Retirement Institute LLC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prepared Retirement Institute LLC time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, Prepared Retirement Institute LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on SPY relative to SPY over the holding period was +-0.0%.

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