Yeomans Consulting Group’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
$1.65M Buy
2,414
+65
+3% +$43.9K 0.48% 35
2025
Q3
$1.57M Sell
2,349
-28,349
-92% -$18.2M 0.54% 30
2025
Q2
$19M Sell
30,698
-24,652
-45% -$14.1M 7.83% 2
2025
Q1
$31M Buy
55,350
+52,821
+2,089% +$31M 11.97% 1
2024
Q4
$1.48M Buy
2,529
+96
+4% +$56.6K 0.56% 29
2024
Q3
$1.4M Buy
2,433
+86
+4% +$47.6K 0.52% 30
2024
Q2
$1.28M Sell
2,347
-30
-1% -$15.7K 0.49% 31
2024
Q1
$1.24M Hold
2,377
0.54% 27
2023
Q4
$1.13M Buy
+2,377
New +$1.06M 0.56% 27

Other funds holding SPY

Yeomans Consulting Group's SPY Position: Q4 2025 in Review

Yeomans Consulting Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q4 2025, buying an estimated $43.9K and bringing the position to 2,414 shares worth $1.65M. The position accounts for 0.48% of the portfolio, ranked #35.

Yeomans Consulting Group first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $31M in Q1 2025. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

  • Yeomans Consulting Group held 2,414 shares of State Street SPDR S&P 500 ETF Trust worth $1.65M as of Q4 2025.
  • Yeomans Consulting Group bought 65 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $43.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.48% of Yeomans Consulting Group's portfolio in Q4 2025, its #35 holding.
  • Yeomans Consulting Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 9 quarters since.
  • Yeomans Consulting Group's State Street SPDR S&P 500 ETF Trust position peaked at $31M in Q1 2025.
  • 4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.