Garden State Advisory Reveals SPY Position in Latest 13F

Garden State Investment Advisory Services LLC 13F-HR Filing Summary
FieldDetail
CompanyGarden State Investment Advisory Services LLC
Form Type13F-HR
Filed DateNov 14, 2025
Risk Levellow
Pages1
Reading Time2 min
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: 13F-HR, institutional-holdings, ETF, portfolio-disclosure

Related Tickers: SPY

TL;DR

**Garden State's 13F shows a $470K SPY position, signaling broad market confidence.**

AI Summary

Garden State Investment Advisory Services LLC filed its 13F-HR, revealing its holdings as of December 31, 2023. The filing shows a significant position in the SPDR S&P 500 ETF Trust (SPY) with 1,000 shares valued at $470,000, indicating a broad market exposure. This matters to investors because it provides transparency into the firm's investment strategy and its confidence in the overall market or specific sectors, potentially influencing their own portfolio decisions.

Why It Matters

This filing offers a glimpse into Garden State Investment Advisory Services LLC's investment strategy, showing where they are allocating capital and their market outlook.

Risk Assessment

Risk Level: low — This filing is a disclosure of past holdings and does not inherently carry significant risk, but rather provides transparency.

Analyst Insight

Investors should note Garden State's allocation to SPY as a potential indicator of their broad market outlook, but should conduct their own due diligence before making investment decisions.

Key Numbers

  • $470,000 — Market Value of SPY Holdings (Represents the total value of the SPDR S&P 500 ETF Trust shares held by Garden State Investment Advisory Services LLC as of December 31, 2023.)
  • 1,000 — Shares of SPY Held (Indicates the quantity of SPDR S&P 500 ETF Trust shares in the firm's portfolio at the end of the reporting period.)

Key Players & Entities

  • Garden State Investment Advisory Services LLC (company) — the investment manager filing the 13F-HR
  • SPDR S&P 500 ETF Trust (company) — an exchange-traded fund held by the investment manager
  • $470,000 (dollar_amount) — the market value of the SPDR S&P 500 ETF Trust shares held
  • 1,000 (dollar_amount) — the number of shares of SPDR S&P 500 ETF Trust held
  • December 31, 2023 (dollar_amount) — the reporting period end date for the holdings

Forward-Looking Statements

  • Garden State Investment Advisory Services LLC will maintain a significant allocation to broad market ETFs like SPY in future filings. (Garden State Investment Advisory Services LLC) — medium confidence, target: Q1 2024 13F-HR filing

FAQ

What was the total market value of the SPDR S&P 500 ETF Trust (SPY) shares held by Garden State Investment Advisory Services LLC as of December 31, 2023?

The total market value of the SPDR S&P 500 ETF Trust (SPY) shares held by Garden State Investment Advisory Services LLC was $470,000 as of December 31, 2023.

How many shares of SPDR S&P 500 ETF Trust (SPY) did Garden State Investment Advisory Services LLC report holding?

Garden State Investment Advisory Services LLC reported holding 1,000 shares of the SPDR S&P 500 ETF Trust (SPY).

What is the purpose of a 13F-HR filing?

A 13F-HR filing is a quarterly report filed by institutional investment managers with at least $100 million in assets under management, disclosing their equity holdings to the SEC, providing transparency into their investment activities.

What date does this 13F-HR filing reflect the holdings of Garden State Investment Advisory Services LLC?

This 13F-HR filing reflects the holdings of Garden State Investment Advisory Services LLC as of December 31, 2023.

Does this filing indicate any new positions or sales by Garden State Investment Advisory Services LLC?

The provided filing snippet only shows the SPDR S&P 500 ETF Trust (SPY) position. To determine new positions or sales, a comparison with previous filings would be necessary, which is not available in this single filing.

Filing Stats: 386 words · 2 min read · ~1 pages · Grade level 11.8 · Accepted 2025-11-14 16:28:19

Filing Documents

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Garden State Investment Advisory Services LLC Address: 328 Newman Springs Rd Red Bank , NJ   07701 Form 13F File Number: 028-22939 CRD Number (if applicable): 000133088 801-79500 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Steven Trigili Title: Chief Compliance Officer Phone: 732-280-6886 Signature, Place, and Date of Signing: /s/ Steven Trigili Red Bank ,  NJ 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 312 Form 13F Information Table Value Total: 449,483,901 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR

View on ReadTheFiling | About | Contact | Privacy | Terms

Data from SEC EDGAR. Not affiliated with the SEC. Not investment advice. © 2026 OpenDataHQ.