Ownership history in PRIVATE CLIENT SERVICES, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 16,876 | +274 | +1.7% | 3.60% | $11.5M | $681.92 |
| 2025 Q3 | ADDED | 16,602 | +4,124 | +33.1% | 3.70% | $11.1M | $664.22 |
| 2025 Q2 | ADDED | 12,478 | +1,583 | +14.5% | 3.00% | $7.7M | $614.33 |
| 2025 Q1 | REDUCED | 10,895 | -1,321 | -10.8% | 3.01% | $6.1M | $554.56 |
As of 2025 Q4 — sorted by position size