SPY SPDR S&P 500 ETF TR

Ownership history in Private Advisor Group, LLC  ·  70 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, LLC 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
6.99% (2015 Q2)
Avg. % of fund
1.66%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
70
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 585,909 +580,809 +11388.4% 1.88% $399.5M $680.06
2025 Q4 ADDED 5,100 +2,900 +131.8% 0.00% $18K $680.06
2025 Q4 REDUCED 2,200 -583,840 -99.6% 0.00% $45K $680.06
2025 Q3 ADDED 586,040 +582,240 +15322.1% 1.92% $390.4M $662.41
2025 Q3 ADDED 3,800 +2,000 +111.1% 0.00% $30K $662.41
2025 Q3 REDUCED 1,800 -603,564 -99.7% 0.00% $37K $662.41
2025 Q2 ADDED 605,364 +601,364 +15034.1% 2.01% $374.0M $612.65
2025 Q2 ADDED 4,000 +400 +11.1% 0.00% $7K $612.65
2025 Q2 REDUCED 3,600 -576,483 -99.4% 0.00% $72K $612.65
2025 Q1 ADDED 580,083 +579,083 +57908.3% 1.96% $324.5M $553.05
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% of Fund (quarterly)    SPY price (monthly, adj. close)
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