SEC 13F Intelligence

Trunorth Financial Services, Inc. / SPY

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

Does Trunorth Financial Services, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes2.8K shares worth $2M (+1.86% of its 13F portfolio) as of Q1 2026, up from 2.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.8K
% of Portfolio
+1.86%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.8K$2M+1.86%
Q4 20252.7K$2M+1.98%

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