SEC 13F Intelligence

Constant Guidance Financial LLC / SPY

Constant Guidance Financial LLC’s State Str Spdr S&P 500 Etf T Position

Does Constant Guidance Financial LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 44.5K shares worth $29M (+19.99% of its 13F portfolio) as of Q1 2026, down from 52.4K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
44.5K
% of Portfolio
+19.99%
Quarters Held
11
currently held

Position History SPY

Reported value by quarter
Q3 ’23: $8MQ3 ’23Q4 ’23: $8MQ1 ’24: $10MQ1 ’24Q2 ’24: $15MQ3 ’24: $18MQ3 ’24Q4 ’24: $11MQ1 ’25: $11MQ1 ’25Q2 ’25: $11MQ3 ’25: $31MQ3 ’25Q4 ’25: $36MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.5K$29M+19.99%
Q4 202552.4K$36M+25.14%
Q3 202546.8K$31M+24.91%
Q2 202518.4K$11M+11.44%
Q1 202519.8K$11M+13.92%
Q4 202418.0K$11M+9.09%
Q3 202430.7K$18M+14.43%
Q2 202427.3K$15M+15.38%
Q1 202419.5K$10M+9.24%
Q4 202317.6K$8M+8.51%
Q3 202318.5K$8M+10.39%

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