SEC 13F Intelligence

J. W. Coons Advisors, LLC / SPY

J. W. Coons Advisors, LLC’s State Str Spdr S&P 500 Etf T Position

Does J. W. Coons Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 17.8K shares worth $11M (+2.48% of its 13F portfolio) as of Q2 2025, down from 17.8K shares the prior filed quarter.

Position Value
$11M
Q2 2025
Shares
17.8K
% of Portfolio
+2.48%
Quarters Held
22
currently held

Position History SPY

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’20: $9MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $11MQ3 ’21: $11MQ3 ’21Q4 ’21: $11MQ1 ’22: $11MQ2 ’22: $8MQ2 ’22Q3 ’22: $7MQ4 ’22: $8MQ1 ’23: $8MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $9MQ2 ’24: $10MQ3 ’24: $10MQ3 ’24Q4 ’24: $10MQ1 ’25: $10MQ2 ’25: $11MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202517.8K$11M+2.48%
Q1 202517.8K$10M+2.63%
Q4 202417.7K$10M+2.66%
Q3 202417.8K$10M+2.55%
Q2 202417.7K$10M+2.33%
Q1 202417.8K$9M+2.11%
Q4 202317.9K$8M+2.30%
Q3 202317.1K$7M+2.11%
Q2 202317.1K$8M+2.07%
Q1 202320.4K$8M+2.40%
Q4 202220.5K$8M+2.34%
Q3 202219.7K$7M+2.66%
Q2 202221.5K$8M+2.86%
Q1 202224.5K$11M+3.29%
Q4 202123.5K$11M+3.38%
Q3 202126.1K$11M+3.84%
Q2 202126.4K$11M+4.01%
Q1 202126.7K$11M+3.79%
Q4 202028.7K$11M+4.11%
Q3 202029.8K$10M+4.15%
Q2 202028.7K$9M+3.93%
Q1 202028.5K$7M+3.86%

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