SPY SPDR S&P 500 ETF

Ownership history in Salomon & Ludwin, LLC  ·  49 quarters on record

This page tracks every 13F SEC filing in which Salomon & Ludwin, LLC reported a position in SPDR S&P 500 ETF (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
3.07% (2024 Q2)
Avg. % of fund
1.12%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,641 +54 +0.1% 2.59% $29.3M $680.06
2025 Q3 REDUCED 42,587 -1,526 -3.5% 2.56% $28.5M $662.41
2025 Q2 REDUCED 44,113 -626 -1.4% 2.70% $27.4M $612.65
2025 Q1 REDUCED 44,739 -291 -0.6% 2.66% $25.0M $553.05
2024 Q4 REDUCED 45,030 -1,041 -2.3% 2.80% $26.4M $577.70
2024 Q3 REDUCED 46,071 -4,526 -8.9% 2.69% $26.4M $563.66
2024 Q2 REDUCED 50,597 -6,765 -11.8% 3.07% $27.5M $533.00
2024 Q1 ADDED 57,362 +553 +1.0% 2.58% $30.0M $510.64
2023 Q4 UNCHANGED 56,809 0% 2.53% $24.3M $462.58
2023 Q3 ADDED 56,809 +5,009 +9.7% 2.53% $24.3M $414.35
39 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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