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D. Scott Neal, Inc.

SEC CIK
0001596920
Latest filing
Oct 28, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by D. Scott Neal, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2025 holdings

Shares (Q3 2025)
6,211
Value
$4.14M
% of portfolio
1.9%
Quarters held
15
Since Q1 2021
Holdings of SPY by D. Scott Neal, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,211$4.14M1.9%−710−10.3%ReducedHolders
Q2 20256,921$4.28M2.1%+6,425+1,295.4%AddedHolders
Q1 2025496$277.5K0.2%+10+2.1%AddedHolders
Q4 2024486$297.5K0.2%−7,226−93.7%ReducedHolders
Q3 20247,712$4.44M2.3%+4,453+136.6%AddedHolders
Q2 20243,259$1.78M1.0%+7+0.2%AddedHolders
Q1 20243,252$1.71M1.1%+659+25.4%AddedHolders
Q4 20232,593$1.24M1.1%+1,148+79.4%AddedHolders
Q3 20231,445$620.0K0.5%+866+149.6%AddedHolders
Q2 2023579$256.7K0.2%+579NewHolders
Q2 20220$00.0%−558−100.0%Sold outHolders
Q1 2022558$252.0K0.1%+1+0.2%AddedHolders
Q4 2021557$265.0K0.1%00.0%UnchangedHolders
Q3 2021557$239.0K0.1%00.0%UnchangedHolders
Q2 2021557$238.0K0.1%00.0%UnchangedHolders
Q1 2021557$221.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.