SPY SPDR S&P 500 ETF TR

Ownership history in Sentry LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sentry 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
0.58% (2025 Q4)
Avg. % of fund
0.42%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,114 -115 -3.6% 0.58% $2.1M $680.06
2025 Q3 REDUCED 3,229 -170 -5.0% 0.54% $2.2M $662.41
2025 Q2 REDUCED 3,399 -155 -4.4% 0.42% $2.1M $612.65
2025 Q1 REDUCED 3,554 -40 -1.1% 0.39% $2.0M $553.05
2024 Q4 UNCHANGED 3,594 0% 0.41% $2.1M $577.70
2024 Q3 UNCHANGED 3,594 0% 0.40% $2.1M $563.66
2024 Q2 UNCHANGED 3,594 0% 0.36% $2.0M $533.00
2024 Q1 UNCHANGED 3,594 0% 0.35% $1.9M $510.64
2023 Q4 INITIATED 3,594 0.32% $1.5M
% of Fund (quarterly)    SPY price (monthly, adj. close)
← Back to Sentry LLC Holdings