SEC 13F Intelligence

Ground Swell Capital, LLC / SPY

Ground Swell Capital, LLC’s State Str Spdr S&P 500 Etf T Position

Does Ground Swell Capital, LLC own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 52.2K shares worth $32M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$32M
Q2 2025
Shares
52.2K
% of Portfolio
+51.18%
Quarters Held
6
position exited

Position History SPY

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q1 ’23: $18MQ1 ’23Q1 ’24: $12MQ1 ’24Q2 ’24: $18MQ2 ’24Q4 ’24: $2MQ4 ’24Q2 ’25: $32MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202552.2K$32M+51.18%
Q4 20242.6K$2M+2.32%
Q2 202433.3K$18M+14.02%
Q1 202422.2K$12M+10.55%
Q1 202344.7K$18M+30.71%
Q4 202212.8K$5M+21.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of SPY.