SEC 13F Intelligence

Hall Kathryn A. / SPY

Hall Kathryn A.’s State Str Spdr S&P 500 Etf T Position

Does Hall Kathryn A. own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 69.1K shares worth $40M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$40M
Q3 2024
Shares
69.1K
% of Portfolio
+8.31%
Quarters Held
23
position exited

Position History SPY

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $15MQ3 ’20Q4 ’20: $17MQ1 ’21: $26MQ2 ’21: $28MQ2 ’21Q3 ’21: $28MQ4 ’21: $31MQ1 ’22: $30MQ1 ’22Q2 ’22: $25MQ3 ’22: $23MQ4 ’22: $25MQ4 ’22Q1 ’23: $27MQ2 ’23: $27MQ3 ’23: $26MQ3 ’23Q4 ’23: $34MQ1 ’24: $37MQ2 ’24: $38MQ2 ’24Q3 ’24: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202469.1K$40M+8.31%
Q2 202469.6K$38M+8.75%
Q1 202470.5K$37M+8.50%
Q4 202370.5K$34M+9.46%
Q3 202361.4K$26M+8.90%
Q2 202361.4K$27M+8.87%
Q1 202365.6K$27M+7.86%
Q4 202265.6K$25M+10.30%
Q3 202265.6K$23M+9.71%
Q2 202265.6K$25M+9.03%
Q1 202265.6K$30M+8.93%
Q4 202165.6K$31M+7.19%
Q3 202165.6K$28M+8.49%
Q2 202165.6K$28M+8.92%
Q1 202165.6K$26M+8.53%
Q4 202045.8K$17M+5.97%
Q3 202045.8K$15M+7.28%
Q2 202025.1K$8M+4.45%
Q1 202028.3K$7M+6.07%
Q4 201928.3K$9M+5.64%
Q3 201928.3K$8M+6.83%
Q2 201928.3K$8M+6.62%
Q1 201928.0K$8M+5.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Kathryn A.’s full portfolio or all institutional holders of SPY.