SEC 13F Intelligence

Financial Perspectives, Inc / SPY

Financial Perspectives, Inc’s State Str Spdr S&P 500 Etf T Position

Does Financial Perspectives, Inc own State Str Spdr S&P 500 Etf T (SPY)? Yes — 7.2K shares worth $5M (+1.30% of its 13F portfolio) as of Q1 2026, up from 7.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
7.2K
% of Portfolio
+1.30%
Quarters Held
10
currently held

Position History SPY

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.2K$5M+1.30%
Q4 20257.1K$5M+1.31%
Q3 20257.1K$5M+1.30%
Q2 20257.1K$4M+1.33%
Q1 20256.9K$4M+1.32%
Q4 20246.4K$4M+1.26%
Q3 20246.3K$4M+1.26%
Q2 20246.3K$3M+1.27%
Q1 20246.2K$3M+1.23%
Q4 20236.1K$3M+1.18%

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