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Kaye Capital Management: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kaye Capital Management on SPY, newest first. How the timeline and the estimate are built.

Kaye Capital Management held 420 SPY shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 420 shares
    Change vs previous 13F -309 shares

    0.1% of the 13F portfolio, value $259,414.

    13F-HR 0001111797-25-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 729 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $407,606.

    13F-HR 0001111797-25-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 722 shares
    Change vs previous 13F -10 shares

    0.19% of the 13F portfolio, value $423,346.

    13F-HR 0001111797-25-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 732 shares
    Change vs previous 13F +26 shares

    0.17% of the 13F portfolio, value $420,084.

    13F-HR 0001111797-24-000007 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 706 shares
    Change vs previous 13F +123 shares

    0.16% of the 13F portfolio, value $384,067.

    13F-HR 0001111797-24-000006 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 583 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $305,062.

    13F-HR 0001111797-24-000004 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 581 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $281,847.

    13F-HR 0001111797-24-000002 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 579 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $247,552.

    13F-HR 0001085146-23-004123 filed by Kaye Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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