SPY SPDR S&P 500 ETF TR

Ownership history in Whitford Management LLC  ·  14 quarters on record

AI Ownership Summary

Whitford Management LLC reported SPDR S&P 500 ETF TR (SPY) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 74.73% in 2024 Q3. The latest visible filing shows SPY at 27.33% 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 Whitford Management LLC's position in SPDR S&P 500 ETF TR, 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
2025 Q4

SPY was reported at 27.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
74.73% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Whitford Management LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,459 +8 +0.0% 27.33% $26.9M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 39,451 -1,349 -3.3% 26.40% $26.3M 2025-11-14 $668.13
2025 Q2 ADDED 40,800 +600 +1.5% 26.74% $25.2M 2025-08-14 $639.53
2025 Q1 ADDED 40,200 +39,855 +11552.2% 28.63% $22.5M 2025-05-15 $583.77
2025 Q1 REDUCED 345 -202,971 -99.8% 0.25% $193K 2025-05-15 $583.77
2024 Q4 REDUCED 203,316 -25,963 -11.3% 31.93% $119.2M 2025-02-14 $600.98
2024 Q3 ADDED 229,279 +31 +0.0% 74.73% $131.6M 2024-11-14 $582.90
2024 Q2 ADDED 229,248 +30 +0.0% 72.58% $124.8M 2024-08-14 $532.54
2024 Q1 ADDED 229,218 +37 +0.0% 67.51% $119.9M 2024-05-15 $517.19
2023 Q4 ADDED 229,181 +67,436 +41.7% 42.80% $108.9M 2024-02-14 $485.22
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitford Management LLC and SPY

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

How long has Whitford Management LLC reported owning SPY?

Whitford Management LLC reported SPY across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in Whitford Management LLC's portfolio?

The largest reported portfolio weight for SPY was 74.73% in 2024 Q3.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Whitford Management LLC reported 39,459 shares, equal to 27.33% of portfolio, with an estimated market value of $26.9M.

What does the chart on this SPY ownership page compare?

The chart compares Whitford Management LLC'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.

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