Skip to content
Disclosery

WestEnd Advisors, LLC: SPY position timeline

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

WestEnd Advisors, LLC held 30,214 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,214 shares
    Change vs previous 13F +4,632 shares

    0.5% of the 13F portfolio, value $22,564,222.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, 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 25,582 shares
    Change vs previous 13F -4,249 shares

    0.4% of the 13F portfolio, value $16,639,316.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, 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 29,831 shares
    Change vs previous 13F +17,701 shares

    0.47% of the 13F portfolio, value $20,343,496.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, 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 12,130 shares
    Change vs previous 13F +1,069 shares

    0.19% of the 13F portfolio, value $8,081,384.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, 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 11,061 shares
    Change vs previous 13F -8,311 shares

    0.17% of the 13F portfolio, value $6,835,171.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, 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 19,372 shares
    Change vs previous 13F -34,094 shares

    0.29% of the 13F portfolio, value $10,836,376.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, 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 53,466 shares
    Change vs previous 13F +46,803 shares

    0.8% of the 13F portfolio, value $31,335,291.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, 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 6,663 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,822,713.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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