Surience Private Wealth LLC / SPY
Surience Private Wealth LLC’s State Str Spdr S&P 500 Etf T Position
Does Surience Private Wealth LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 12.2K shares worth $8M (+8.52% of its 13F portfolio) as of Q1 2026, up from 11.0K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
12.2K
% of Portfolio
+8.52%
Quarters Held
14
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.2K | $8M | +8.52% |
| Q4 2025 | 11.0K | $8M | +8.09% |
| Q3 2025 | 11.7K | $8M | +7.13% |
| Q2 2025 | 20.5K | $13M | +11.91% |
| Q1 2025 | 973 | $544,286 | +0.95% |
| Q4 2024 | 14.7K | $9M | +11.11% |
| Q3 2024 | 21.4K | $12M | +12.56% |
| Q2 2023 | 1.4K | $610,840 | +0.87% |
| Q1 2023 | 22.9K | $9M | +13.82% |
| Q4 2022 | 31.7K | $12M | +16.10% |
| Q3 2022 | 861 | $308,000 | +0.79% |
| Q2 2022 | 43.3K | $16M | +24.64% |
| Q1 2022 | 32.4K | $15M | +12.79% |
| Q4 2021 | 16.0K | $8M | +6.19% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of SPY.