Centerstone Investors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.53M Buy
3,713
+2,043
+122% +$1.38M 7.96% 3
2025
Q3
$1.11M Hold
1,670
3.96% 5
2025
Q2
$1.03M Buy
+1,670
New +$955K 4.23% 8

Other funds holding SPY

Centerstone Investors's SPY Position: Q4 2025 in Review

Centerstone Investors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 122% in Q4 2025, buying an estimated $1.38M and bringing the position to 3,713 shares worth $2.53M. The position accounts for 7.96% of the portfolio, ranked #3.

Centerstone Investors first reported a position in SPY in Q2 2025 and has held it in 3 quarters since. 4,629 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

  • Centerstone Investors held 3,713 shares of State Street SPDR S&P 500 ETF Trust worth $2.53M as of Q4 2025.
  • Centerstone Investors bought 2,043 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $1.38M.
  • State Street SPDR S&P 500 ETF Trust made up 7.96% of Centerstone Investors's portfolio in Q4 2025, its #3 holding.
  • Centerstone Investors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 3 quarters since.
  • 4,629 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Centerstone Investors's 13F filing for Q4 2025, filed 30 Jan 2026.