SPY SPDR S&P 500 ETF

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

AI Ownership Summary

Salomon & Ludwin, LLC reported SPDR S&P 500 ETF (SPY) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.07% in 2024 Q2. The latest visible filing shows SPY at 2.59% 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 Salomon & Ludwin, LLC's position in SPDR S&P 500 ETF, 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 2.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.07% in 2024 Q2

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 Salomon & Ludwin, LLC 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 ADDED 42,641 +54 +0.1% 2.59% $29.3M 2026-02-14 (Est.) $679.89
2025 Q3 REDUCED 42,587 -1,526 -3.5% 2.56% $28.5M 2025-10-21 $667.49
2025 Q2 REDUCED 44,113 -626 -1.4% 2.70% $27.4M 2025-07-29 $629.92
2025 Q1 REDUCED 44,739 -291 -0.6% 2.66% $25.0M 2025-04-28 $544.61
2024 Q4 REDUCED 45,030 -1,041 -2.3% 2.80% $26.4M 2025-01-30 $596.39
2024 Q3 REDUCED 46,071 -4,526 -8.9% 2.69% $26.4M 2024-10-24 $569.04
2024 Q2 REDUCED 50,597 -6,765 -11.8% 3.07% $27.5M 2024-07-25 $527.31
2024 Q1 ADDED 57,362 +553 +1.0% 2.58% $30.0M 2024-05-02 $493.03
2023 Q4 UNCHANGED 56,809 0% 2.53% $24.3M 2024-02-07 $484.76
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and SPY

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

How long has Salomon & Ludwin, LLC reported owning SPY?

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

What was the largest reported SPY position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for SPY was 3.07% in 2024 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 42,641 shares, equal to 2.59% of portfolio, with an estimated market value of $29.3M.

What does the chart on this SPY ownership page compare?

The chart compares Salomon & Ludwin, LLC'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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