GREENLEAF TRUST SPY — SPDR TR unit ser1

Ownership history in GREENLEAF TRUST  ·  86 quarters on record

AI Ownership Summary

GREENLEAF TRUST reported SPDR TR unit ser1 (SPY) in 86 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q2. The latest visible filing shows SPY at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREENLEAF TRUST's position in SPDR TR unit ser1, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPY was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPY stock page GREENLEAF TRUST fund profile GREENLEAF TRUST full holdings
How GREENLEAF TRUST held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 42,016 +590 +1.4% 0.27% $27.3M 2026-04-27 $715.17
2025 Q4 REDUCED — — — 41,426 -2,023 -4.7% 0.26% $28.2M 2026-01-21 $683.53
2025 Q3 REDUCED 58.4% +3.6% ❌ 43,449 -60,999 -58.4% 0.26% $28.9M 2025-10-22 $664.02
2025 Q2 REDUCED — — — 104,448 -1,957 -1.8% 0.57% $64.5M 2025-07-17 $622.76
2025 Q1 ADDED — — — 106,405 +2,110 +2.0% 0.54% $59.5M 2025-04-30 $548.26
2024 Q4 REDUCED — — — 104,295 -638 -0.6% 0.56% $61.1M 2025-01-24 $599.28
2024 Q3 ADDED — — — 104,933 +5,208 +5.2% 0.54% $60.2M 2024-10-22 $573.05
2024 Q2 ADDED — — — 99,725 +425 +0.4% 0.51% $54.3M 2024-07-22 $543.22
2024 Q1 ADDED — — — 99,300 +957 +1.0% 0.48% $51.9M 2024-04-29 $497.94
2023 Q4 ADDED — — — 98,343 +6,810 +7.4% 0.50% $46.7M 2024-01-31 $469.95
76 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

North Horizon Holdings Inc. 100.0% BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% UCLA Foundation 100.0% Power Alpha Investment Ltd 93.59% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 92.45% RedJay Asset Management Inc. 91.78% Greenfield FTC, Inc. 3Y 86.17% Freedom Together Foundation 72.3% Pacific Wealth Management 3Y 58.72% Wallace Hart LLC 57.08%

FAQ About GREENLEAF TRUST and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREENLEAF TRUST reported owning SPY?

GREENLEAF TRUST reported SPY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPY position in GREENLEAF TRUST's portfolio?

The largest reported portfolio weight for SPY was 0.57% in 2025 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q1, when GREENLEAF TRUST reported 42,016 shares, equal to 0.27% of portfolio, with an estimated market value of $27.3M.

What does the chart on this SPY ownership page compare?

The chart compares GREENLEAF TRUST's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREENLEAF TRUST time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, GREENLEAF TRUST correctly timed 43 out of 77 reported position changes (56%).

← Back to GREENLEAF TRUST Holdings