XHB SPDR SERIES TRUST

Ownership history in J. Goldman & Co LP  ·  21 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported SPDR SERIES TRUST (XHB) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q3. The latest visible filing shows XHB at 0.10% 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 XHB 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 SERIES TRUST, 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

XHB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q3

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 XHB — position size vs. price
% of Fund (quarterly)    XHB 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 ADDED 35,722 +318 +0.9% 0.10% $3.7M 2026-02-14 (Est.) $120.99
2025 Q3 REDUCED 35,404 -117,596 -76.9% 0.10% $3.9M 2025-11-14 $102.83
2025 Q3 ADDED 153,000 +117,571 +331.8% 0.43% $17.0M 2025-11-14 $102.83
2025 Q2 REDUCED 35,429 -18,771 -34.6% 0.08% $3.5M 2025-08-14 $112.96
2025 Q1 REDUCED 54,200 -78,100 -59.0% 0.13% $5.3M 2025-05-15 $98.45
2024 Q4 ADDED 132,300 +83,763 +172.6% 0.36% $13.8M 2025-02-14 $105.54
2024 Q4 REDUCED 48,537 -36,735 -43.1% 0.13% $5.1M 2025-02-14 $105.54
2024 Q3 ADDED 85,272 +50,584 +145.8% 0.30% $10.6M 2024-11-14 $115.25
2024 Q1 REDUCED 34,688 -3,107 -8.2% 0.12% $3.9M 2024-05-15 $108.35
2023 Q4 REDUCED 37,795 -26,065 -40.8% 0.15% $3.6M 2024-02-14 $97.53
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J. Goldman & Co LP and XHB

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 XHB?

J. Goldman & Co LP reported XHB across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for XHB was 0.43% in 2025 Q3.

What is the latest reported XHB position on this page?

The most recent filing on this page is 2025 Q4, when J. Goldman & Co LP reported 35,722 shares, equal to 0.10% of portfolio, with an estimated market value of $3.7M.

What does the chart on this XHB ownership page compare?

The chart compares J. Goldman & Co LP's quarterly XHB 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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