25 LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

25 LLC’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$23	–	61
2024 Q4	$23	Buy	+300	New	+$177K	﹤0.01%	58
2024 Q3	–	Sell	-300	Closed	-$543	–	56
2024 Q2	$543	Hold	300	–	–	﹤0.01%	53
2024 Q1	$1.15K	Buy	+300	New	+$149K	﹤0.01%	50

Other funds holding SPY

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return

25 LLC's SPY Position: Q3 2026 in Review

25 LLC held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,069 shares worth $815K. The position accounts for 0.22% of the portfolio, ranked #37.

25 LLC first reported a position in SPY in Q1 2023 and has held it in 15 quarters since. 2,637 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

25 LLC held 1,069 shares of State Street SPDR S&P 500 ETF Trust worth $815K as of Q3 2026.
25 LLC left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.22% of 25 LLC's portfolio in Q3 2026, its #37 holding.
25 LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 15 quarters since.
2,637 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.