SEC 13F Intelligence

Pks Advisory Services, LLC / SPY

Pks Advisory Services, LLC’s State Str Spdr S&P 500 Etf T Position

Does Pks Advisory Services, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 44.3K shares worth $29M (+6.72% of its 13F portfolio) as of Q1 2026, up from 41.9K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
44.3K
% of Portfolio
+6.72%
Quarters Held
6
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $22MQ4 ’24Q1 ’25: $23MQ1 ’25Q2 ’25: $25MQ2 ’25Q3 ’25: $28MQ3 ’25Q4 ’25: $29MQ4 ’25Q1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.3K$29M+6.72%
Q4 202541.9K$29M+6.51%
Q3 202542.0K$28M+5.84%
Q2 202541.9K$25M+6.23%
Q1 20254.2K$23M+6.40%
Q4 202437.1K$22M+5.43%

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