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Disclosery

DT Investment Partners, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DT Investment Partners, LLC on SPY, newest first. How the timeline and the estimate are built.

DT Investment Partners, LLC held 178,274 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,274 shares
    Change vs previous 13F -2,904 shares

    9.93% of the 13F portfolio, value $133,129,816.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 181,178 shares
    Change vs previous 13F +82 shares

    9.81% of the 13F portfolio, value $117,827,421.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 181,096 shares
    Change vs previous 13F -5,558 shares

    10.22% of the 13F portfolio, value $123,493,109.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 186,654 shares
    Change vs previous 13F -83,718 shares

    10.52% of the 13F portfolio, value $124,345,281.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 270,372 shares
    Change vs previous 13F -39,189 shares

    15% of the 13F portfolio, value $167,049,374.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 309,561 shares
    Change vs previous 13F -66,080 shares

    16.71% of the 13F portfolio, value $173,165,720.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 375,641 shares
    Change vs previous 13F -18,595 shares

    18.63% of the 13F portfolio, value $220,155,925.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 394,236 shares
    Change vs previous 13F not available

    18.34% of the 13F portfolio, value $226,196,949.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).