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Select Asset Management & Trust: SPY position timeline

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

Select Asset Management & Trust held 158,695 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,695 shares
    Change vs previous 13F -9,577 shares

    34.12% of the 13F portfolio, value $118,508,000.

    13F-HR 0001600636-26-000003 filed by Select Asset Management & Trust
    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 168,272 shares
    Change vs previous 13F +7,326 shares

    34.18% of the 13F portfolio, value $109,434,000.

    13F-HR 0001600636-26-000002 filed by Select Asset Management & Trust
    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 160,946 shares
    Change vs previous 13F +9,104 shares

    34.14% of the 13F portfolio, value $109,753,000.

    13F-HR 0001600636-26-000001 filed by Select Asset Management & Trust
    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 151,842 shares
    Change vs previous 13F +8,670 shares

    31.15% of the 13F portfolio, value $101,154,000.

    13F-HR 0001600636-25-000005 filed by Select Asset Management & Trust
    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 143,172 shares
    Change vs previous 13F +25,566 shares

    30.3% of the 13F portfolio, value $88,459,000.

    13F-HR 0001600636-25-000003 filed by Select Asset Management & Trust
    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 117,606 shares
    Change vs previous 13F +7,480 shares

    26.37% of the 13F portfolio, value $65,787,000.

    13F-HR 0001600636-25-000002 filed by Select Asset Management & Trust
    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 110,126 shares
    Change vs previous 13F -2,728 shares

    25.02% of the 13F portfolio, value $64,543,000.

    13F-HR 0001600636-25-000001 filed by Select Asset Management & Trust
    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 112,854 shares
    Change vs previous 13F not available

    23.85% of the 13F portfolio, value $64,751,000.

    13F-HR 0001600636-24-000005 filed by Select Asset Management & Trust
    Filed (acceptance time not in the bulk data set), ingested

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