SPY SPDR S&P 500 COM

Ownership history in Savant Capital, LLC  ·  67 quarters on record

AI Ownership Summary

Savant Capital, LLC reported SPDR S&P 500 COM (SPY) in 67 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2024 Q4. The latest visible filing shows SPY at 0.68% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Savant Capital, LLC's position in SPDR S&P 500 COM, 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
2025 Q4

SPY was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Savant Capital, LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 174,526 -13,044 -7.0% 0.68% $119.0M 2026-02-14 (Est.) $679.89
2025 Q3 ADDED 187,570 +173,970 +1279.2% 0.66% $125.0M 2025-11-05 $673.74
2025 Q3 REDUCED 13,600 -172,476 -92.7% 0.05% $9.1M 2025-11-05 $673.74
2025 Q2 ADDED 186,076 +171,876 +1210.4% 0.71% $115.0M 2025-08-06 $627.46
2025 Q2 ADDED 14,200 +12,900 +992.3% 0.05% $8.8M 2025-08-06 $627.46
2025 Q2 REDUCED 1,300 -182,880 -99.3% 0.00% $803K 2025-08-06 $627.46
2025 Q1 REDUCED 184,180 -7,190 -3.8% 0.75% $103.0M 2025-05-08 $558.66
2024 Q4 ADDED 191,370 +56,381 +41.8% 0.88% $112.2M 2025-01-29 $593.20
2024 Q3 ADDED 134,989 +31,474 +30.4% 0.64% $77.5M 2024-11-04 $559.78
2024 Q2 ADDED 103,515 +10,300 +11.0% 0.56% $56.3M 2024-08-05 $506.72
2024 Q1 ADDED 93,215 +693 +0.7% 0.56% $48.8M 2024-05-06 $504.30
2023 Q4 ADDED 92,522 +8,190 +9.7% 0.57% $44.0M 2024-02-05 $479.36
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Savant Capital, 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 Savant Capital, LLC reported owning SPY?

Savant Capital, LLC reported SPY across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in Savant Capital, LLC's portfolio?

The largest reported portfolio weight for SPY was 0.88% in 2024 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Savant Capital, LLC reported 174,526 shares, equal to 0.68% of portfolio, with an estimated market value of $119.0M.

What does the chart on this SPY ownership page compare?

The chart compares Savant Capital, 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.

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