Francois Rochon’s SPY Holdings & Trades

First Buy
Q3 2017
Duration Held
33 Quarters
Largest Add
Q3 2017
+5,344 shares
Current Position
2,474 shares
$1.65 M value

Francois Rochon's SPY Position Overview

Francois Rochon (via Giverny Capital Inc.) currently holds 2.5K shares of SPDR S&P 500 ETF Trust (SPY) worth $1.65 M, representing 0.05% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.

Based on 13F filings, Francois Rochon has maintained a strategic position in SPY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 178 shares. Largest reduction occurred in Q1 2025, reducing 2.2K shares.

Analysis based on 13F filings available since 2013 Q2

Francois Rochon's SPDR S&P 500 ETF Trust (SPY) Holding Value Over Time

Track share changes against reported price movement

Quarterly SPDR S&P 500 ETF Trust (SPY) Trades by Francois Rochon

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2017 +5,344 New Buy 5,344 $251.31
Q1 2018 -42 Reduce 0.79% 5,302 $263.11
Q2 2018 -38 Reduce 0.72% 5,264 $271.28
Q3 2018 +38 Add 0.72% 5,302 $290.65
Q4 2018 -7 Reduce 0.13% 5,295 $249.86
Q4 2020 -358 Reduce 6.76% 4,937 $373.91
Q1 2021 -85 Reduce 1.72% 4,852 $396.33
Q4 2021 +178 Add 3.67% 5,030 $474.95
Q1 2022 -260 Reduce 5.17% 4,770 $451.57
Q3 2022 -9 Reduce 0.19% 4,761 $357.28
Q2 2023 -9 Reduce 0.19% 4,752 $443.28
Q1 2025 -2,185 Reduce 45.98% 2,567 $559.39
Q2 2025 -93 Reduce 3.62% 2,474 $617.85

Francois Rochon's SPDR S&P 500 ETF Trust Investment FAQs

Francois Rochon first purchased SPDR S&P 500 ETF Trust (SPY) in Q3 2017, acquiring 5,344 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Francois Rochon has held SPDR S&P 500 ETF Trust (SPY) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Francois Rochon's largest addition to SPDR S&P 500 ETF Trust (SPY) was in Q3 2017, adding 5,344 shares worth $1.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 2,474 shares of SPDR S&P 500 ETF Trust (SPY), valued at approximately $1.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, SPDR S&P 500 ETF Trust (SPY) represents approximately 0.05% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Francois Rochon's peak holding in SPDR S&P 500 ETF Trust (SPY) was 5,344 shares, as reported at the end of Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.