SPY — S&P 500 Spiders

Ownership history in Select Asset Management & Trust  ·  32 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported S&P 500 Spiders (SPY) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 34.14% in 2025 Q4. The latest visible filing shows SPY at 34.14% 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 Select Asset Management & Trust's position in S&P 500 Spiders, 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 34.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
34.14% in 2025 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.

SPY stock page Select Asset Management & Trust fund profile Select Asset Management & Trust full holdings
How Select Asset Management & Trust held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 160,946 +9,104 +6.0% 34.14% $110K 2026-02-14 (Est.) $679.89
2025 Q3 ADDED 151,842 +8,670 +6.1% 31.15% $101K 2025-10-30 $675.98
2025 Q2 ADDED 143,172 +25,566 +21.7% 30.30% $88K 2025-08-14 $639.53
2025 Q1 ADDED 117,606 +7,480 +6.8% 26.37% $66K 2025-05-12 $576.38
2024 Q4 REDUCED 110,126 -2,728 -2.4% 25.02% $65K 2025-02-13 $601.01
2024 Q3 ADDED 112,854 +8,619 +8.3% 23.85% $65K 2024-11-14 $582.90
2024 Q2 ADDED 104,235 +1,886 +1.8% 22.61% $57K 2024-08-12 $522.28
2024 Q1 ADDED 102,349 +6,964 +7.3% 22.25% $54K 2024-05-14 $510.87
2023 Q4 REDUCED 95,385 -10,302 -9.7% 23.81% $48K 2024-02-13 $480.85
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% McAlister, Sweet & Associates, Inc. 3Y 29.9% ADIRONDACK TRUST CO 3Y 7Y 12.38% Hickory Point Bank & Trust 9.49% Aspect Partners, LLC 7.49% First Financial Bank - Trust Division 3Y 7Y 4.78% Vigilare Wealth Management 3Y 2.58% Ahara Advisors LLC 2.1% COLLECTIVE FAMILY OFFICE LLC 3Y 1.89% Aspen Wealth Management LLC 3Y 1.82%

FAQ About Select Asset Management & Trust and SPY

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

How long has Select Asset Management & Trust reported owning SPY?

Select Asset Management & Trust reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for SPY was 34.14% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Select Asset Management & Trust reported 160,946 shares, equal to 34.14% of portfolio, with an estimated market value of $110K.

What does the chart on this SPY ownership page compare?

The chart compares Select Asset Management & Trust'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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