SEC 13F Intelligence

Olympus Wealth Management, LLC / SPY

Olympus Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position

Does Olympus Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 65.0K shares worth $40M (+13.50% of its 13F portfolio) as of Q2 2025, down from 65.2K shares the prior filed quarter.

Position Value
$40M
Q2 2025
Shares
65.0K
% of Portfolio
+13.50%
Quarters Held
8
currently held

Position History SPY

Reported value by quarter
Q3 ’23: $42MQ3 ’23Q4 ’23: $43MQ4 ’23Q1 ’24: $34MQ1 ’24Q2 ’24: $81MQ2 ’24Q3 ’24: $69MQ3 ’24Q4 ’24: $67MQ4 ’24Q1 ’25: $36MQ1 ’25Q2 ’25: $40MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202565.0K$40M+13.50%
Q1 202565.2K$36M+16.00%
Q4 2024113.9K$67M+24.31%
Q3 2024120.4K$69M+23.76%
Q2 2024148.7K$81M+25.31%
Q1 202465.0K$34M+20.15%
Q4 202389.5K$43M+21.83%
Q3 202394.0K$42M+22.45%

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