Manning & Napier Group’s SPY Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+24,398 shares
Current Position
21,666 shares
$14.43 M value

Manning & Napier Group's SPY Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 21.7K shares of SPDR S&P 500 ETF Trust (SPY) worth $14.43 M, representing 0.18% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in SPY, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 7.3K shares. Largest reduction occurred in Q1 2014, reducing 11.9K shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group'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 Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +24,398 Add 0.00% 24,397 $160.39
Q3 2013 +7,159 Add 29.34% 31,556 $167.99
Q4 2013 -6,609 Reduce 20.94% 24,947 $184.67
Q1 2014 -11,935 Reduce 47.84% 13,012 $186.98
Q2 2014 -405 Reduce 3.11% 12,607 $195.68
Q3 2014 +449 Add 3.56% 13,056 $197.00
Q4 2014 -1,854 Reduce 14.20% 11,202 $205.50
Q1 2015 +4 Add 0.04% 11,206 $206.41
Q2 2015 -1,015 Reduce 9.06% 10,191 $205.77
Q3 2015 +2,094 Add 20.55% 12,285 $191.62
Q4 2015 -1,522 Reduce 12.39% 10,763 $203.85
Q1 2016 +2,176 Add 20.22% 12,939 $205.50
Q2 2016 -864 Reduce 6.68% 12,075 $209.44
Q3 2016 +573 Add 4.75% 12,648 $216.24
Q4 2016 +799 Add 6.32% 13,447 $223.47
Q1 2017 +2,714 Add 20.18% 16,161 $235.69
Q2 2017 +3,024 Add 18.71% 19,185 $241.75
Q3 2017 +1,706 Add 8.89% 20,891 $251.21
Q4 2017 +22,777 Add 0.00% 22,776 $266.86
Q1 2018 -356 Reduce 1.56% 22,420 $263.11
Q2 2018 +3,847 Add 17.16% 26,267 $271.25
Q3 2018 +4,792 Add 18.24% 31,059 $290.70
Q4 2018 +7,274 Add 23.42% 38,333 $249.92
Q1 2019 -8,687 Reduce 22.66% 29,646 $282.47
Q2 2019 -3,491 Reduce 11.78% 26,155 $292.98
Q3 2019 +2,157 Add 8.25% 28,312 $296.76
Q4 2019 +829 Add 2.93% 29,141 $321.85
Q1 2020 +367 Add 1.26% 29,508 $257.73
Q2 2020 -6,203 Reduce 21.02% 23,305 $308.35
Q3 2020 -33 Reduce 0.14% 23,272 $334.87
Q4 2020 -360 Reduce 1.55% 22,912 $373.87
Q1 2021 +7,153 Add 31.22% 30,065 $396.31
Q2 2021 +4,954 Add 16.48% 35,019 $428.05
Q3 2021 +3,165 Add 9.04% 38,184 $429.13
Q4 2021 +188 Add 0.49% 38,372 $474.96
Q1 2022 -4,950 Reduce 12.90% 33,422 $451.62
Q2 2022 +2,500 Add 7.48% 35,922 $377.23
Q3 2022 -2,069 Reduce 5.76% 33,853 $357.16
Q4 2022 +552 Add 1.63% 34,405 $382.43
Q1 2023 -4,623 Reduce 13.44% 29,782 $409.39
Q2 2023 -2,789 Reduce 9.36% 26,993 $443.28
Q3 2023 -1,866 Reduce 6.91% 25,127 $427.48
Q4 2023 +599 Add 2.38% 25,726 $475.31
Q1 2024 -6,884 Reduce 26.76% 18,842 $523.03
Q2 2024 +20,575 Add 0.00% 20,574 $544.22
Q3 2024 +88 Add 0.43% 20,662 $573.76
Q4 2024 -308 Reduce 1.49% 20,354 $586.08
Q1 2025 +2,883 Add 14.16% 23,237 $559.39
Q2 2025 -1,479 Reduce 6.36% 21,758 $617.88
Q3 2025 -92 Reduce 0.42% 21,666 $666.18

Manning & Napier Group's SPDR S&P 500 ETF Trust Investment FAQs

Manning & Napier Group first purchased SPDR S&P 500 ETF Trust (SPY) in Q2 2013, acquiring 24,397 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held SPDR S&P 500 ETF Trust (SPY) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's largest addition to SPDR S&P 500 ETF Trust (SPY) was in Q2 2013, adding 24,397 shares worth $3.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 21,666 shares of SPDR S&P 500 ETF Trust (SPY), valued at approximately $14.43 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 0.18% of Manning & Napier Group'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.

Manning & Napier Group's peak holding in SPDR S&P 500 ETF Trust (SPY) was 38,372 shares, as reported at the end of Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.