SEC 13F Intelligence

Spurstone Advisory Services, LLC / SPY

Spurstone Advisory Services, LLC’s State Str Spdr S&P 500 Etf T Position

Does Spurstone Advisory Services, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 591 shares worth $384,353 (+6.58% of its 13F portfolio) as of Q1 2026, up from 585 shares the prior filed quarter.

Position Value
$384,353
Q1 2026
Shares
591
% of Portfolio
+6.58%
Quarters Held
6
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $341,098Q4 ’24Q1 ’25: $320,530Q1 ’25Q2 ’25: $361,442Q2 ’25Q3 ’25: $389,715Q3 ’25Q4 ’25: $398,923Q4 ’25Q1 ’26: $384,353Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026591$384,353+6.58%
Q4 2025585$398,923+6.27%
Q3 2025585$389,715+5.59%
Q2 2025585$361,442+5.48%
Q1 2025573$320,530+6.24%
Q4 2024582$341,098+6.49%

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