SEC 13F Intelligence

Blue Investment Partners LLC / SPY

Blue Investment Partners LLC’s State Str Spdr S&P 500 Etf T Position

Does Blue Investment Partners LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 29.9K shares worth $18M (+6.48% of its 13F portfolio) as of Q2 2025, down from 33.0K shares the prior filed quarter.

Position Value
$18M
Q2 2025
Shares
29.9K
% of Portfolio
+6.48%
Quarters Held
11
currently held

Position History SPY

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $10MQ2 ’23: $12MQ2 ’23Q3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $17MQ2 ’24: $18MQ2 ’24Q3 ’24: $19MQ4 ’24: $19MQ4 ’24Q1 ’25: $18MQ2 ’25: $18MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202529.9K$18M+6.48%
Q1 202533.0K$18M+6.94%
Q4 202432.0K$19M+6.89%
Q3 202432.3K$19M+7.63%
Q2 202432.7K$18M+8.08%
Q1 202432.1K$17M+8.73%
Q4 202327.5K$13M+8.52%
Q3 202328.0K$12M+9.51%
Q2 202326.4K$12M+8.92%
Q1 202323.7K$10M+9.78%
Q4 202210.2K$4M+4.83%

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