SEC 13F Intelligence

Coordinated Financial Services, Inc. / SPY

Coordinated Financial Services, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Coordinated Financial Services, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 8.4K shares worth $5M (+3.15% of its 13F portfolio) as of Q1 2026, down from 8.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
8.4K
% of Portfolio
+3.15%
Quarters Held
5
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.4K$5M+3.15%
Q4 20258.5K$6M+3.36%
Q3 20258.6K$6M+3.69%
Q2 20259.2K$6M+3.93%
Q4 20249.4K$6M+4.31%

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