SEC 13F Intelligence

Naples Money Management LLC / SPY

Naples Money Management LLC’s State Str Spdr S&P 500 Etf T Position

Does Naples Money Management LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 27.6K shares worth $16M (+13.36% of its 13F portfolio) as of Q3 2024, up from 26.5K shares the prior filed quarter.

Position Value
$16M
Q3 2024
Shares
27.6K
% of Portfolio
+13.36%
Quarters Held
4
currently held

Position History SPY

Reported value by quarter
Q4 ’23: $13MQ4 ’23Q1 ’24: $14MQ1 ’24Q2 ’24: $14MQ2 ’24Q3 ’24: $16MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202427.6K$16M+13.36%
Q2 202426.5K$14M+12.31%
Q1 202426.4K$14M+13.75%
Q4 202327.3K$13M+12.16%

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