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Smith Anglin Financial, LLC: SPY position timeline

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

Smith Anglin Financial, LLC held 37,369 SPY shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 37,369 shares
    Change vs previous 13F -1,004 shares

    2.09% of the 13F portfolio, value $23,088,589.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    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 38,373 shares
    Change vs previous 13F -203 shares

    2.27% of the 13F portfolio, value $21,465,366.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    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 38,576 shares
    Change vs previous 13F -219 shares

    2.12% of the 13F portfolio, value $22,608,337.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    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 38,795 shares
    Change vs previous 13F +217 shares

    2.14% of the 13F portfolio, value $22,259,284.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    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 38,578 shares
    Change vs previous 13F +124 shares

    2.12% of the 13F portfolio, value $20,994,790.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    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 38,454 shares
    Change vs previous 13F -748 shares

    2.08% of the 13F portfolio, value $20,113,916.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    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 39,202 shares
    Change vs previous 13F -208 shares

    2.14% of the 13F portfolio, value $18,633,231.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    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 39,410 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $16,847,121.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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