Question 1

How many shares of SPY does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 336,534 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC).

Question 2

What is &PARTNERS's SPY position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's SPY position is worth $251.3M.

Question 3

Is &PARTNERS buying or selling SPY?

Accepted Answer

In 2026-Q2, &PARTNERS increased their SPY position (+9.2% change in shares).

Question 4

When did &PARTNERS first buy SPY?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in SPY in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	336,534	+9.2%	$251.3M	1.0%	$746.77	53
2026-Q1	Increased	308,316	+10.7%	$200.5M	1.0%	$680.33	48
2025-Q4	Increased	278,473	+161.2%	$189.3M	1.0%	$687.01	69
2025-Q3	Increased	106,632	+41.5%	$71M	0.5%	$661.72	47
2025-Q2	Increased	75,351	+32.9%	$46.5M	0.4%	$611.40	45
2025-Q1	Increased	56,720	+26.2%	$31.5M	0.3%	$550.86	43
2024-Q4	Increased	44,941	+37.7%	$26.6M	0.3%	$581.39	45
2024-Q3	Increased	32,632	+110.0%	$18.7M	0.4%	$562.94	55

SPYShowing 8 of 30 quarters

SPY
Showing 8 of 30 quarters