TOWER BRIDGE ADVISORS SPY STANDARD & POORS DEP COMMON

Ownership history in TOWER BRIDGE ADVISORS  ·  7 quarters on record

AI Ownership Summary

TOWER BRIDGE ADVISORS reported STANDARD & POORS DEP COMMON (SPY) in 7 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows SPY at 0.56% 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 TOWER BRIDGE ADVISORS's position in STANDARD & POORS DEP COMMON, 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
2026 Q1

SPY was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 TOWER BRIDGE ADVISORS held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,879 -4,711 -34.7% 0.56% $5.8M 2026-05-12 $738.18
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOWER BRIDGE ADVISORS and SPY

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

How long has TOWER BRIDGE ADVISORS reported owning SPY?

TOWER BRIDGE ADVISORS reported SPY across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SPY position in TOWER BRIDGE ADVISORS's portfolio?

The largest reported portfolio weight for SPY was 0.56% in 2026 Q1.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when TOWER BRIDGE ADVISORS reported 8,879 shares, equal to 0.56% of portfolio, with an estimated market value of $5.8M.

What does the chart on this SPY ownership page compare?

The chart compares TOWER BRIDGE ADVISORS'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.

How well did TOWER BRIDGE ADVISORS time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, TOWER BRIDGE ADVISORS correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPY relative to SPY over the holding period was +0.0%.

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