SEC 13F Intelligence

Nsi Retail Advisors, LLC / SPY

Nsi Retail Advisors, LLC’s State Str Spdr S&P 500 Etf T Position

Does Nsi Retail Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes129.4K shares worth $76M (+12.06% of its 13F portfolio) as of Q4 2024.

Position Value
$76M
Q4 2024
Shares
129.4K
% of Portfolio
+12.06%
Quarters Held
15
currently held

Position History SPY

Reported value by quarter
Q2 ’21: $75MQ2 ’21Q3 ’21: $56MQ4 ’21: $61MQ4 ’21Q1 ’22: $58MQ2 ’22: $66MQ2 ’22Q3 ’22: $46MQ4 ’22: $50MQ4 ’22Q1 ’23: $59MQ2 ’23: $57MQ2 ’23Q3 ’23: $62MQ4 ’23: $79MQ4 ’23Q1 ’24: $82MQ2 ’24: $85MQ2 ’24Q3 ’24: $74MQ4 ’24: $76MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024129.4K$76M+12.06%
Q3 2024129.4K$74M+11.05%
Q2 2024156.1K$85M+14.83%
Q1 2024156.8K$82M+12.27%
Q4 2023161.3K$79M+12.76%
Q3 2023129.6K$62M+13.08%
Q2 2023129.4K$57M+9.62%
Q1 2023129.6K$59M+12.69%
Q4 2022129.4K$50M+11.53%
Q3 2022129.4K$46M+13.69%
Q2 2022175.1K$66M+14.78%
Q1 2022129.4K$58M+8.68%
Q4 2021129.4K$61M+9.89%
Q3 2021129.4K$56M+9.59%
Q2 2021176.1K$75M+10.66%

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