SEC 13F Intelligence

Florida Financial Advisors, LLC / SPY

Florida Financial Advisors, LLC’s State Str Spdr S&P 500 Etf T Position

Does Florida Financial Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 10.3K shares worth $7M (+1.61% of its 13F portfolio) as of Q1 2026, down from 10.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
10.3K
% of Portfolio
+1.61%
Quarters Held
6
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.3K$7M+1.61%
Q4 202510.7K$7M+1.98%
Q3 202510.6K$7M+2.19%
Q2 202512.6K$8M+1.77%
Q1 202512.1K$7M+2.66%
Q4 202413.5K$8M+3.54%

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