William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
Holdings Activity Buys Sells    History
Holding/activity history for  State Street SPDR S&P 500 ETF Trust (SPY)
← All SPY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 27,180 0.18 Add 0.47% <0.01 $629.28–697.84 · VW $674.63i $17,676,384 SEC
2025   Q4 27,054 0.18 Add 0.23% <0.01 $650.85–691.66 · VW $676.55i $18,448,664 SEC
2025   Q3 26,993 0.17 Reduce 2.87% <0.01 $615.52–667.34 · VW $641.54i $17,982,247 SEC
2025   Q2 27,790 0.17 Add 210.71% 0.12 $481.80–619.22 · VW $568.28i $17,170,098 SEC
2025   Q1 8,944 0.05 Reduce 0.80% <0.01 $546.87–613.23 · VW $583.64i $5,003,227 SEC
2024   Q4 9,016 0.05 Reduce 3.96% <0.01 $565.27–609.07 · VW $585.58i $5,284,142 SEC
2024   Q3 9,388 0.05 Add 5.57% <0.01 $510.27–574.71 · VW $552.85i $5,386,502 SEC
2024   Q2 8,893 0.05 Add 60.78% 0.02 $493.86–550.28 · VW $518.84i $4,839,790 SEC
2024   Q1 5,531 0.03 Reduce 73.04% 0.08 $466.43–524.61 · VW $498.53i $2,893,140 SEC
2023   Q4 20,518 0.10 Add 100.12% 0.05 $409.21–477.55 · VW $443.53i $9,752,447 SEC
2023   Q3 10,253 0.05 Reduce 32.96% 0.02 $422.29–459.44 · VW $444.03i $4,382,985 SEC
2023   Q2 15,293 0.07 Add 14.67% <0.01 $403.74–444.30 · VW $421.05i $6,779,115 SEC
2023   Q1 13,336 0.06 Reduce 79.99% 0.25 $377.83–418.31 · VW $400.04i $5,459,656 SEC
2022   Q4 66,663 0.31 Add 290.60% 0.23 $348.11–410.49 · VW $385.60i $25,493,960 SEC
2022   Q3 17,067 0.08 Reduce 28.50% 0.03 $357.04–431.73 · VW $391.67i $6,096,000 SEC
2022   Q2 23,869 0.11 Reduce 31.78% 0.05 $362.17–457.83 · VW $406.52i $9,005,000 SEC
2022   Q1 34,989 0.16 Add 0.77% <0.01 $410.64–479.98 · VW $442.96i $15,802,000 SEC
2021   Q4 34,721 0.15 Add 133.92% 0.09 $426.36–479.00 · VW $459.82i $16,491,000 SEC
2021   Q3 14,843 0.06 Add 50.52% 0.02 $421.97–454.05 · VW $439.00i $6,370,000 SEC
2021   Q2 9,861 0.04 Add 9.25% <0.01 $398.18–428.78 · VW $416.87i $4,221,000 SEC
2021   Q1 9,026 0.04 Add 13.73% <0.01 $364.82–398.12 · VW $382.78i $3,577,000 SEC
2020   Q4 7,936 0.03 Reduce 31.48% 0.02 $322.60–378.46 · VW $351.18i $2,967,000 SEC
2020   Q3 11,582 0.05 Reduce 19.09% 0.01 $309.07–358.75 · VW $333.19i $3,879,000 SEC
2020   Q2 14,314 0.06 Add 0.35% <0.01 $243.90–323.41 · VW $292.36i $4,414,000 SEC
2020   Q1 14,264 0.05 Reduce 60.49% 0.08 $218.26–339.08 · VW $282.17i $3,677,000 SEC
2019   Q4 36,098 0.13 Add 128.76% 0.07 $284.82–323.80 · VW $308.41i $11,619,000 SEC
2019   Q3 15,780 0.06 Reduce 2.96% <0.01 $281.72–302.63 · VW $294.59i $4,683,000 SEC
2019   Q2 16,261 0.06 Reduce 28.23% 0.02 $273.09–296.31 · VW $286.06i $4,764,000 SEC
2019   Q1 22,657 0.08 Reduce 68.37% 0.16 $243.67–285.18 · VW $271.43i $6,400,000 SEC
2018   Q4 71,631 0.24 Add 266.66% 0.17 $233.76–293.21 · VW $266.69i $17,902,000 SEC
2018   Q3 19,536 0.07 Reduce 39.75% 0.04 $269.24–293.94 · VW $285.25i $5,680,000 SEC
2018   Q2 32,427 0.11 Reduce 29.04% 0.04 $254.67–279.48 · VW $267.86i $8,797,000 SEC
2018   Q1 45,697 0.15 Add 18.17% 0.02 $252.92–286.63 · VW $271.13i $12,025,000 SEC
2017   Q4 38,670 0.12 Add 30.11% 0.03 $251.29–268.60 · VW $261.43i $10,319,000 SEC
2017   Q3 29,720 0.09 Add 9.68% <0.01 $240.34–251.32 · VW $246.81i $7,467,000 SEC
2017   Q2 27,098 0.08 Add 4.22% <0.01 $232.51–245.01 · VW $239.55i $6,552,000 SEC
2017   Q1 26,000 0.08 Add 25.67% 0.02 $223.88–240.32 · VW $232.46i $6,129,000 SEC
2016   Q4 20,689 0.06 Add 18.43% <0.01 $208.38–228.34 · VW $218.03i $4,625,000 SEC
2016   Q3 17,469 0.05 Reduce 43.78% 0.04 $207.06–219.60 · VW $215.64i $3,779,000 SEC
2016   Q2 31,072 0.09 Reduce 9.35% <0.01 $198.65–212.52 · VW $207.11i $6,509,000 SEC
2016   Q1 34,278 0.10 Add 3.54% <0.01 $181.02–206.87 · VW $194.25i $7,045,000 SEC
2015   Q4 33,107 0.10 Add 210.86% 0.07 $189.12–211.66 · VW $204.64i $6,750,000 SEC
2015   Q3 10,650 0.03 Reduce 28.48% 0.01 $182.40–213.18 · VW $199.12i $2,041,000 SEC
2015   Q2 14,891 0.04 Reduce 24.20% 0.01 $204.51–213.78 · VW $208.96i $3,065,000 SEC
2015   Q1 19,646 0.06 Reduce 34.19% 0.03 $197.86–212.24 · VW $204.99i $4,056,000 SEC
2014   Q4 29,851 0.09 Add 13.02% 0.01 $181.92–212.97 · VW $200.63i $6,136,000 SEC
2014   Q3 26,411 0.08 Reduce 10.63% <0.01 $190.55–201.90 · VW $196.95i $5,203,000 SEC
2014   Q2 29,551 0.08 Add 10.01% <0.01 $181.31–196.60 · VW $190.09i $5,784,000 SEC
2014   Q1 26,861 0.08 Reduce 2.30% <0.01 $173.71–189.02 · VW $183.01i $5,023,000 SEC
2013   Q4 27,493 0.08 Reduce 14.66% 0.01 $164.53–184.69 · VW $177.44i $5,078,000 SEC
2013   Q3 32,215 0.10 Add 19.23% 0.02 $160.22–173.60 · VW $166.85i $5,412,000 SEC
2013   Q2 27,020 0.09 Add 10.77% <0.01 $153.55–169.07 · VW $160.60i $4,335,000 SEC
2013   Q1 24,392 0.04 Add 114.62% 0.02 $144.73–156.85 · VW $151.33i $3,821,000 SEC
2012   Q4 11,365 0.04 Reduce 31.45% 0.02 $134.70–147.16 · VW $141.84i $1,618,000 SEC
2012   Q3 16,578 0.06 Reduce 33.57% 0.03 $132.60–148.11 · VW $139.96i $2,387,000 SEC
2012   Q2 24,955 0.09 Reduce 26.22% 0.03 $127.14–142.21 · VW $135.30i $3,397,000 SEC
2012   Q1 33,825 0.12 Reduce 28.03% 0.05 $126.43–141.83 · VW $135.13i $4,763,000 SEC
2011   Q4 47,000 0.17 Reduce 31.98% 0.08 $107.43–129.42 · VW $122.49i $5,899,000 SEC
2011   Q3 69,100 0.25 Add 1184.39% 0.23 $110.27–135.70 · VW $121.45i $7,819,000 SEC
2011   Q2 5,380 <0.01 Add 34.50% <0.01 $126.19–137.18 · VW $132.90i $710,000 SEC
2011   Q1 4,000 0.01 Reduce 2.84% <0.01 $125.28–134.69 · VW $130.41i $530,000 SEC
2010   Q4 4,117 0.01 Reduce 85.97% 0.04 $113.18–126.20 · VW $119.90i $518,000 SEC
2010   Q3 29,339 0.05 Add 841.26% 0.04 $101.13–115.79 · VW $109.10i $2,927,928,000 SEC
2010   Q2 3,117 0.01 Reduce 88.04% 0.04 $102.88–122.12 · VW $111.58i $321,737,000 SEC
2010   Q1 26,070 0.04 Reduce 50.97% 0.04 $104.58–118.17 · VW $111.35i $2,638,605,000 SEC
2009   Q4 53,173 0.07 Add 40.41% 0.02 $101.99–113.03 · VW $107.80i $4,461,014,000 SEC
2009   Q3 37,870 0.05 Add 113.89% 0.03 $87.00–108.06 · VW $100.21i $3,118,890,000 SEC
2009   Q2 17,705 0.03 Add 88.35% 0.01 $78.33–96.11 · VW $89.15i $1,314,388,000 SEC
2009   Q1 9,400 0.02 Reduce 86.40% 0.10 $67.10–94.45 · VW $79.96i $747,488,000 SEC
2008   Q4 69,105 0.11 Buy 0.11 $74.34–116.69 · VW $92.94i $5,926,361,000 SEC
2008   Q1 0 0.00 Sell 100.00% 0.02 $126.00–146.99 · VW $134.42i SEC
2007   Q4 14,630 0.02 Reduce 17.95% <0.01 $140.66–157.52 · VW $149.45i $813,285 SEC
2007   Q3 17,830 0.03 Add 274.82% 0.02 $137.00–155.53 · VW $147.40i $2,383,932,000 SEC
2007   Q2 4,757 <0.01 Buy <0.01 $141.48–154.40 · VW $150.16i $517,038 SEC
2006   Q4 0 0.00 Sell 100.00% 0.01 $132.65–143.24 · VW $138.83i SEC
2006   Q3 2,800 0.01 Buy 0.01 $122.39–133.99 · VW $129.02i $374,024 SEC
2005   Q3 0 0.00 Sell 100.00% <0.01 $118.26–124.74 · VW $122.52i SEC
2005   Q2 2,575 <0.01 Reduce 29.93% <0.01 $113.55–121.94 · VW $117.85i $306,888 SEC
2005   Q1 3,675 <0.01 Reduce 60.03% 0.01 $116.25–123.25 · VW $119.31i $433,503 SEC
2004   Q4 9,195 0.02 Buy 0.02 $109.35–121.66 · VW $116.23i $1,111,400 SEC
2004   Q3 0 0.00 Sell 100.00% 0.02 $106.59–114.40 · VW $110.92i SEC
2004   Q2 3,750 0.02 Reduce 36.44% <0.01 $108.06–115.41 · VW $112.41i $429,487 SEC
2004   Q1 5,900 0.02 Buy 0.02 $108.85–116.97 · VW $113.63i $667,290 SEC
2002   Q1 0 0.00 Sell 100.00% 0.03 $107.82–117.99 · VW $112.78i SEC
2001   Q4 4,550 0.03 Buy 0.03 $102.83–118.00 · VW $110.55i $520,065 SEC
Price snapshot:
Current price$749.17
Avg. buy price$575.07
+/- since buy30.27%
52-week low$611.28
52-week high$758.45