&PARTNERS SPY — SPDR S&P 500 ETF TR

Ownership history in &PARTNERS  ·  29 quarters on record

AI Ownership Summary

&PARTNERS reported SPDR S&P 500 ETF TR (SPY) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.99% in 2025 Q4. The latest visible filing shows SPY at 0.99% 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 &PARTNERS's position in SPDR S&P 500 ETF TR, 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 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% 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.

SPY stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 278,473 +171,841 +161.2% 0.99% $189.3M 2026-02-14 (Est.) $679.89
2025 Q3 ADDED — — — 106,632 +31,281 +41.5% 0.45% $71.0M 2025-11-14 $668.13
2025 Q2 ADDED — — — 75,351 +18,631 +32.8% 0.36% $46.5M 2025-08-14 $639.53
2025 Q1 ADDED — — — 56,720 +11,779 +26.2% 0.33% $31.5M 2025-05-15 $583.77
2024 Q4 ADDED — — — 44,941 +12,309 +37.7% 0.32% $26.6M 2025-02-14 $600.98
2024 Q3 ADDED — — — 32,632 +17,092 +110.0% 0.36% $18.7M 2024-11-14 $582.90
2024 Q2 ADDED — — — 15,540 +3,447 +28.5% 0.36% $8.3M 2024-07-24 $530.08
2024 Q1 ADDED — — — 12,093 +7,772 +179.9% 0.87% $6.3M 2024-04-11 $505.69
2023 Q4 ADDED — — — 4,321 +1,586 +58.0% 0.49% $2.0M 2024-01-09 $461.19
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPY

As of 2026 Q1 — sorted by position size

UCLA Foundation 100.0% BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 100.0% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 92.45% Greenfield FTC, Inc. 3Y 86.17% Trust Asset Management LLC 3Y 7Y 56.09% Spider Management Company, LLC 54.59% Shulman DeMeo Asset Management LLC 3Y 7Y 51.75% CV Advisors LLC 3Y 51.49% V2 Financial group LLC 43.87% Rising Stella Capital Pte. Ltd 43.38%

FAQ About &PARTNERS and SPY

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

How long has &PARTNERS reported owning SPY?

&PARTNERS reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in &PARTNERS's portfolio?

The largest reported portfolio weight for SPY was 0.99% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 278,473 shares, equal to 0.99% of portfolio, with an estimated market value of $189.3M.

What does the chart on this SPY ownership page compare?

The chart compares &PARTNERS'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.

How well did &PARTNERS time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, &PARTNERS correctly timed 15 out of 18 reported position changes (83%). The annualised alpha on SPY relative to SPY over the holding period was +0.0%.

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