SPY SPDR S&P 500 ETF TRUST

Ownership history in X-Square Capital, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which X-Square Capital, LLC reported a position in SPDR S&P 500 ETF TRUST (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
3.9% (2025 Q4)
Avg. % of fund
1.27%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,442 +722 +4.3% 3.90% $11.9M $680.06
2025 Q3 ADDED 16,720 +98 +0.6% 3.48% $11.1M $662.41
2025 Q2 ADDED 16,622 +1,013 +6.5% 3.69% $10.3M $612.65
2025 Q1 ADDED 15,609 +313 +2.0% 3.75% $8.7M $553.05
2024 Q4 ADDED 15,296 +1,430 +10.3% 3.69% $9.0M $577.70
2024 Q3 ADDED 13,866 +2,577 +22.8% 3.50% $8.0M $563.66
2024 Q2 REDUCED 11,289 -1,099 -8.9% 2.85% $6.1M $533.00
2024 Q1 ADDED 12,388 +1,069 +9.4% 2.95% $6.2M $510.64
2023 Q4 ADDED 11,319 +9,865 +678.5% 2.97% $5.4M $462.58
2023 Q3 UNCHANGED 1,454 0% 0.43% $645K $414.35
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% of Fund (quarterly)    SPY price (monthly, adj. close)
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