SPY SPDR S&P 500 ETF TRUSTUNIT SER

Ownership history in L & S Advisors Inc  ·  42 quarters on record

AI Ownership Summary

L & S Advisors Inc reported SPDR S&P 500 ETF TRUSTUNIT SER (SPY) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.84% in 2024 Q4. The latest visible filing shows SPY at 1.77% 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 L & S Advisors Inc's position in SPDR S&P 500 ETF TRUSTUNIT SER, 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 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.84% 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 L & S Advisors Inc held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28,161 -493 -1.7% 1.77% $19.2M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 28,654 -28,002 -49.4% 1.83% $19.1M 2025-11-07 $667.17
2025 Q2 ADDED 56,656 +27,177 +92.2% 3.47% $35.0M 2025-08-08 $631.82
2025 Q1 REDUCED 29,479 -45,938 -60.9% 2.03% $16.5M 2025-05-09 $557.94
2024 Q4 ADDED 75,417 +46,146 +157.7% 4.84% $44.2M 2025-02-12 $594.73
2024 Q3 REDUCED 29,271 -219 -0.7% 1.76% $16.8M 2024-11-12 $586.39
2024 Q2 REDUCED 29,490 -293 -1.0% 1.83% $16.0M 2024-08-09 $522.01
2024 Q1 ADDED 29,783 +40 +0.1% 1.76% $15.6M 2024-05-10 $508.47
2023 Q4 REDUCED 29,743 -494 -1.6% 1.72% $14.1M 2024-02-13 $480.85
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About L & S Advisors Inc and SPY

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

How long has L & S Advisors Inc reported owning SPY?

L & S Advisors Inc reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in L & S Advisors Inc's portfolio?

The largest reported portfolio weight for SPY was 4.84% in 2024 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when L & S Advisors Inc reported 28,161 shares, equal to 1.77% of portfolio, with an estimated market value of $19.2M.

What does the chart on this SPY ownership page compare?

The chart compares L & S Advisors Inc'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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