SEC 13F Intelligence

Sittner & Nelson, LLC / SPY

Sittner & Nelson, LLC’s State Str Spdr S&P 500 Etf T Position

Does Sittner & Nelson, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes5.4K shares worth $4M (+1.29% of its 13F portfolio) as of Q1 2026, up from 5.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
5.4K
% of Portfolio
+1.29%
Quarters Held
22
currently held

Position History SPY

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.4K$4M+1.29%
Q4 20255.4K$4M+1.31%
Q3 20255.4K$4M+1.30%
Q2 20255.4K$3M+1.33%
Q1 20255.4K$3M+1.28%
Q4 20245.3K$3M+1.35%
Q3 20245.2K$3M+1.33%
Q2 20245.2K$3M+1.39%
Q1 20245.5K$3M+1.46%
Q4 20235.5K$3M+1.41%
Q3 20235.5K$2M+1.36%
Q2 20235.5K$2M+1.35%
Q1 20235.6K$2M+1.32%
Q4 20225.6K$2M+1.31%
Q3 20225.6K$2M+1.34%
Q2 20225.5K$2M+1.35%
Q1 20225.5K$3M+1.45%
Q4 20215.6K$3M+1.56%
Q3 20215.6K$2M+1.54%
Q2 20215.7K$2M+1.71%
Q1 20215.8K$2M+1.71%
Q4 20205.7K$2M+1.91%

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