SPY SPDR TR

Ownership history in Hirtle Callaghan & Co LLC  ·  45 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported SPDR TR (SPY) in 45 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 32.82% in 2023 Q4. The latest visible filing shows SPY at 23.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle Callaghan & Co LLC's position in SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPY was reported at 23.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
32.82% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hirtle Callaghan & Co LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,010,567 -25,958 -2.5% 23.46% $689.1M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 1,036,525 -20,909 -2.0% 24.27% $690.5M 2025-11-13 $668.24
2025 Q2 REDUCED 1,057,434 -4,271 -0.4% 24.77% $653.3M 2025-08-14 $639.53
2025 Q1 REDUCED 1,061,705 -21,554 -2.0% 23.13% $593.9M 2025-05-12 $576.38
2024 Q4 ADDED 1,083,259 +35,925 +3.4% 26.73% $634.9M 2025-02-11 $596.65
2024 Q3 REDUCED 1,047,334 -7,604 -0.7% 24.30% $600.9M 2024-11-13 $586.68
2024 Q2 REDUCED 1,054,938 -76,405 -6.8% 24.74% $574.1M 2024-08-13 $530.87
2024 Q1 REDUCED 1,131,343 -383,430 -25.3% 25.24% $591.8M 2024-05-10 $508.47
2023 Q4 ADDED 1,514,773 +7,312 +0.5% 32.82% $720.0M 2024-02-13 $480.85
2023 Q3 REDUCED 1,507,461 -47,234 -3.0% 32.18% $644.4M 2023-11-08 $423.82
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hirtle Callaghan & Co LLC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hirtle Callaghan & Co LLC reported owning SPY?

Hirtle Callaghan & Co LLC reported SPY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPY position in Hirtle Callaghan & Co LLC's portfolio?

The largest reported portfolio weight for SPY was 32.82% in 2023 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Hirtle Callaghan & Co LLC reported 1,010,567 shares, equal to 23.46% of portfolio, with an estimated market value of $689.1M.

What does the chart on this SPY ownership page compare?

The chart compares Hirtle Callaghan & Co LLC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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