Ownership history in Solitude Financial Services · 21 quarters on record
This page tracks every 13F SEC filing in which Solitude Financial Services 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 | 1,286 | +10 | +0.8% | 0.29% | $877K | $680.06 |
| 2025 Q3 | REDUCED | 1,276 | -96,125 | -98.7% | 0.29% | $850K | $662.41 |
| 2025 Q2 | ADDED | 97,401 | +604 | +0.6% | 21.80% | $60.2M | $612.65 |
| 2025 Q1 | ADDED | 96,797 | +35,218 | +57.2% | 21.03% | $54.1M | $553.05 |
| 2024 Q4 | REDUCED | 61,579 | -176 | -0.3% | 15.80% | $36.1M | $577.70 |
| 2024 Q3 | ADDED | 61,755 | +551 | +0.9% | 15.12% | $35.4M | $563.66 |
| 2024 Q2 | ADDED | 61,204 | +3,316 | +5.7% | 15.48% | $33.3M | $533.00 |
| 2024 Q1 | ADDED | 57,888 | +102 | +0.2% | 13.94% | $30.3M | $510.64 |
| 2023 Q4 | REDUCED | 57,786 | -2,231 | -3.7% | 15.03% | $27.5M | $462.58 |
| 2023 Q3 | ADDED | 60,017 | +1,555 | +2.7% | 14.48% | $25.7M | $414.35 |
As of 2025 Q4 — sorted by position size