SPY — SPDR

Ownership history in Wealth Architects, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in SPDR (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
2.7% (2015 Q1)
Avg. % of fund
2.01%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,863 -356 -1.3% 1.65% $18.3M $681.92
2025 Q3 REDUCED 27,219 -111 -0.4% 1.71% $18.1M $664.22
2025 Q2 REDUCED 27,330 -133,866 -83.0% 1.72% $16.9M $614.33
2025 Q1 ADDED 161,196 +134,166 +496.4% 2.06% $18.7M $554.56
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)

Other funds also holding SPY

As of 2025 Q4 — sorted by position size

North Horizon Holdings Inc. 100.0% TEXAS TREASURY SAFEKEEPING TRUST CO 3Y 7Y 95.55% HOWARD HUGHES MEDICAL INSTITUTE 3Y 7Y 92.85% Power Alpha Investment Ltd 92.14% RedJay Asset Management Inc. 91.78% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 91.62% Greenfield FTC, Inc. 3Y 90.72% DOW CHEMICAL CO /DE/ 3Y 7Y 83.86% CVS HEALTH Corp 3Y 77.55% Little Harbor Advisors, LLC 74.53%
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