SPY SPDR S&P 500 ETF TR

Ownership history in JACKSON SQUARE CAPITAL, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which JACKSON SQUARE CAPITAL, LLC reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.22% (2025 Q3)
Avg. % of fund
1.1%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,430 +143 +0.9% 2.08% $10.5M $680.06
2025 Q3 REDUCED 15,287 -479 -3.0% 2.22% $10.2M $662.41
2025 Q2 ADDED 15,766 +9,847 +166.4% 2.16% $9.7M $612.65
2025 Q1 ADDED 5,919 +59 +1.0% 1.08% $3.3M $553.05
2024 Q4 REDUCED 5,860 -70 -1.2% 0.83% $3.4M $577.70
2024 Q3 REDUCED 5,930 -69 -1.2% 0.84% $3.4M $563.66
2024 Q2 ADDED 5,999 +75 +1.3% 0.80% $3.3M $533.00
2024 Q1 REDUCED 5,924 -20 -0.3% 0.80% $3.1M $510.64
2023 Q4 ADDED 5,944 +332 +5.9% 0.91% $2.8M $462.58
2023 Q3 ADDED 5,612 +149 +2.7% 0.96% $2.4M $414.35
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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