SPY SPDR S&P 500 ETF TR TR UNIT

Ownership history in J. Goldman & Co LP  ·  123 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported SPDR S&P 500 ETF TR TR UNIT (SPY) in 123 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.36% in 2024 Q4. The latest visible filing shows SPY at 0.40% 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 J. Goldman & Co LP's position in SPDR S&P 500 ETF TR TR UNIT, 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 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 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 J. Goldman & Co LP held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 19 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,500 +12,500 +125.0% 0.40% $15.3M 2026-02-14 (Est.) $679.89
2025 Q4 REDUCED 10,000 -1,570 -13.6% 0.18% $6.8M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 11,570 -32,330 -73.6% 0.19% $7.7M 2025-11-14 $668.13
2025 Q3 REDUCED 43,900 -56,100 -56.1% 0.73% $29.2M 2025-11-14 $668.13
2025 Q3 ADDED 100,000 +86,279 +628.8% 1.67% $66.6M 2025-11-14 $668.13
2025 Q2 REDUCED 13,721 -13,579 -49.7% 0.20% $8.5M 2025-08-14 $639.53
2025 Q2 ADDED 27,300 +9,631 +54.5% 0.40% $16.9M 2025-08-14 $639.53
2025 Q1 REDUCED 17,669 -67,431 -79.2% 0.24% $9.9M 2025-05-15 $583.77
2025 Q1 ADDED 85,100 +54,192 +175.3% 1.18% $47.6M 2025-05-15 $583.77
2024 Q4 REDUCED 30,908 -20,492 -39.9% 0.47% $18.1M 2025-02-14 $600.98
2024 Q4 REDUCED 51,400 -103,000 -66.7% 0.79% $30.1M 2025-02-14 $600.98
2024 Q4 ADDED 154,400 +9,074 +6.2% 2.36% $90.5M 2025-02-14 $600.98
2024 Q3 ADDED 145,326 +36,826 +33.9% 2.34% $83.4M 2024-11-14 $582.90
2024 Q3 ADDED 108,500 +98,848 +1024.1% 1.75% $62.3M 2024-11-14 $582.90
2024 Q2 REDUCED 9,652 -3,548 -26.9% 0.15% $5.3M 2024-08-14 $532.54
2024 Q2 REDUCED 13,200 -36,114 -73.2% 0.20% $7.2M 2024-08-14 $532.54
2024 Q1 ADDED 49,314 +26,814 +119.2% 0.83% $25.8M 2024-05-15 $517.19
2024 Q1 ADDED 22,500 +4,919 +28.0% 0.38% $11.8M 2024-05-15 $517.19
2023 Q4 REDUCED 17,581 -80,847 -82.1% 0.34% $8.4M 2024-02-14 $485.22
104 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J. Goldman & Co LP and SPY

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

How long has J. Goldman & Co LP reported owning SPY?

J. Goldman & Co LP reported SPY across 19 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for SPY was 2.36% in 2024 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when J. Goldman & Co LP reported 22,500 shares, equal to 0.40% of portfolio, with an estimated market value of $15.3M.

What does the chart on this SPY ownership page compare?

The chart compares J. Goldman & Co LP'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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