SPY SPDR S&P 500 ETF

Ownership history in UNIONVIEW, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in SPDR S&P 500 ETF (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
4.26% (2024 Q2)
Avg. % of fund
3.92%
First filed
2021 Q4
Last filed
2024 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 9,392 -61 -0.6% 4.03% $5.5M $577.70
2024 Q3 REDUCED 9,453 -139 -1.4% 4.22% $5.4M $563.66
2024 Q2 ADDED 9,592 +76 +0.8% 4.26% $5.2M $533.00
2024 Q1 REDUCED 9,516 -13 -0.1% 4.12% $5.0M $510.64
2023 Q4 REDUCED 9,529 -378 -3.8% 4.07% $4.5M $462.58
2023 Q3 ADDED 9,907 +29 +0.3% 4.00% $4.2M $414.35
2023 Q2 REDUCED 9,878 -110 -1.1% 4.00% $4.4M $428.16
2023 Q1 ADDED 9,988 +972 +10.8% 3.84% $4.1M $393.96
2022 Q4 ADDED 9,016 +30 +0.3% 3.45% $3.4M $366.62
2022 Q3 ADDED 8,986 +81 +0.9% 3.66% $3.2M $340.84
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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