XRT SPDR SERIES TRUST LISTED OPTION

Ownership history in J. Goldman & Co LP  ·  81 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported SPDR SERIES TRUST LISTED OPTION (XRT) in 81 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.69% in 2025 Q4. The latest visible filing shows XRT at 0.02% 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 XRT 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 LISTED OPTION, 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

XRT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 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 XRT — position size vs. price
% of Fund (quarterly)    XRT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 11 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,000 -295,658 -96.7% 0.02% $853K 2026-02-14 (Est.) $87.60
2025 Q4 ADDED 305,658 +288,158 +1646.6% 0.69% $26.1M 2026-02-14 (Est.) $87.60
2025 Q2 REDUCED 17,500 -78,000 -81.7% 0.03% $1.3M 2025-08-14 $83.26
2025 Q1 ADDED 95,500 +10,423 +12.3% 0.16% $6.6M 2025-05-15 $74.84
2024 Q4 REDUCED 85,077 -191,535 -69.2% 0.18% $6.8M 2025-02-14 $78.48
2024 Q3 ADDED 276,612 +156,612 +130.5% 0.60% $21.5M 2024-11-14 $78.01
2024 Q3 REDUCED 120,000 -9,000 -7.0% 0.26% $9.3M 2024-11-14 $78.01
2024 Q2 ADDED 129,000 +75,420 +140.8% 0.27% $9.7M 2024-08-14 $71.97
2024 Q2 UNCHANGED 53,580 0% 0.11% $4.0M 2024-08-14 $71.97
2024 Q1 REDUCED 53,580 -64,834 -54.8% 0.14% $4.2M 2024-05-15 $75.59
2023 Q4 ADDED 118,414 +37,394 +46.2% 0.35% $8.6M 2024-02-14 $71.05
70 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XRT

As of 2026 Q1 — sorted by position size

Byrne Asset Management LLC 3Y 0.01% CX Institutional 3Y 7Y 0.0% Central Pacific Bank - Trust Division 0.0%

FAQ About J. Goldman & Co LP and XRT

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 XRT?

J. Goldman & Co LP reported XRT across 11 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for XRT was 0.69% in 2025 Q4.

What is the latest reported XRT position on this page?

The most recent filing on this page is 2025 Q4, when J. Goldman & Co LP reported 10,000 shares, equal to 0.02% of portfolio, with an estimated market value of $853K.

What does the chart on this XRT ownership page compare?

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