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SPY
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Position history for Allen Investment Management, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Allen Investment Management, LLC holds 185,331 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $120.5M as of 2026-Q1. The position was increased (+0.8% shares). SPY represents 1.5% of Allen Investment Management, LLC's portfolio.

Current Value

$120.5M

Current Shares

185,331

Total Value Change

+$60.4M

Total Shares Change

+74,769

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
185,331
+0.8%
$120.5M1.5%$680.33
48
2025-Q4
Increased
183,808
+12.8%
$125.3M1.4%$687.01
54
2025-Q3
Increased
162,890
+8.7%
$108.5M1.2%$661.72
51
2025-Q2
Decreased
149,837
-2.1%
$92.6M1.0%$611.40
0
2025-Q1
Increased
153,043
+3.7%
$85.6M1.0%$550.86
44
2024-Q4
Increased
147,616
+9.3%
$86.5M1.0%$581.39
46
2024-Q3
Increased
134,999
+22.1%
$77.5M0.9%$562.94
50
2024-Q2
Decreased
110,562
-0.8%
$60.2M0.7%$534.46
0

Other major holders of SPY: JPMORGAN CHASE & CO

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