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Madison Asset Management, LLC: SPY position timeline

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

Madison Asset Management, LLC held 55,098 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,098 shares
    Change vs previous 13F -13,533 shares

    0.49% of the 13F portfolio, value $41,145,855.

    13F-HR 0001954889-26-000022 filed by Madison Asset Management, 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 68,631 shares
    Change vs previous 13F +4,593 shares

    0.55% of the 13F portfolio, value $44,633,406.

    13F-HR 0001954889-26-000018 filed by Madison Asset Management, 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 64,038 shares
    Change vs previous 13F -2,458 shares

    0.5% of the 13F portfolio, value $43,668,793.

    13F-HR 0001954889-26-000008 filed by Madison Asset Management, 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 66,496 shares
    Change vs previous 13F +17,587 shares

    0.49% of the 13F portfolio, value $44,298,292.

    13F-HR 0001954889-25-000033 filed by Madison Asset Management, 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 48,909 shares
    Change vs previous 13F +7,970 shares

    0.33% of the 13F portfolio, value $30,218,438.

    13F-HR 0001954889-25-000027 filed by Madison Asset Management, 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 40,939 shares
    Change vs previous 13F -70,999 shares

    0.26% of the 13F portfolio, value $22,900,942.

    13F-HR 0001954889-25-000019 filed by Madison Asset Management, 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/A 111,938 shares
    Change vs previous 13F +61,894 shares

    0.37% of the 13F portfolio, value $65,604,788.

    13F-HR 0001954889-25-000006 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Madison Asset Management, LLC: 55,969 shares
    • Madison Investment Advisors, LLC: 55,969 shares

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

  8. period ended2024-09-30
    13F 50,044 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $28,713,301.

    13F-HR 0001954889-24-000003 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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