Ownership history in SIMON QUICK ADVISORS, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in SPDR SER TR (SPYG). 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 | UNCHANGED | 3,044 | — | 0% | 0.01% | $325K | $106.70 |
| 2025 Q3 | REDUCED | 3,044 | -16,956 | -84.8% | 0.01% | $318K | $104.35 |
| 2025 Q3 | ADDED | 20,000 | +16,333 | +445.4% | 0.00% | $25K | $104.35 |
| 2025 Q2 | REDUCED | 3,667 | -1,428 | -28.0% | 0.01% | $350K | $95.05 |
| 2024 Q4 | INITIATED | 5,095 | — | — | 0.03% | $448K | $87.40 |
As of 2025 Q4 — sorted by position size