SEC 13F Intelligence

Park Square Financial Group, LLC / SPY

Park Square Financial Group, LLC’s State Str Spdr S&P 500 Etf T Position

Does Park Square Financial Group, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 1.4K shares worth $885,756 (+6.73% of its 13F portfolio) as of Q1 2026, down from 2.2K shares the prior filed quarter.

Position Value
$885,756
Q1 2026
Shares
1.4K
% of Portfolio
+6.73%
Quarters Held
6
currently held

Position History SPY

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $885,756Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.4K$885,756+6.73%
Q4 20252.2K$1M+7.54%
Q3 20252.5K$2M+7.11%
Q2 20255.3K$3M+2.36%
Q1 20256.9K$4M+3.04%
Q4 20248.6K$5M+3.47%

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