Ownership history in WEST PACES ADVISORS INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in SPDR S&P 500 ETF TRUST (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 | REDUCED | 23,490 | -390 | -1.6% | 3.10% | $16.0M | $680.06 |
| 2025 Q3 | REDUCED | 23,880 | -1,200 | -4.8% | 3.17% | $15.9M | $662.41 |
| 2025 Q2 | ADDED | 25,080 | +2,107 | +9.2% | 3.30% | $15.5M | $612.65 |
| 2025 Q1 | ADDED | 22,973 | +820 | +3.7% | 2.93% | $12.9M | $553.05 |
| 2024 Q4 | ADDED | 22,153 | +1,195 | +5.7% | 3.17% | $13.0M | $577.70 |
| 2024 Q3 | REDUCED | 20,958 | -158 | -0.7% | 2.95% | $12.0M | $563.66 |
| 2024 Q2 | ADDED | 21,116 | +921 | +4.6% | 3.00% | $11.5M | $533.00 |
| 2024 Q1 | REDUCED | 20,195 | -113 | -0.6% | 2.78% | $10.6M | $510.64 |
| 2023 Q4 | ADDED | 20,308 | +1,212 | +6.3% | 2.71% | $9.7M | $462.58 |
| 2023 Q3 | INITIATED | 19,096 | — | — | 3.98% | $4.3M | — |
As of 2025 Q4 — sorted by position size