ALEXANDER LABRUNERIE & CO., INC. PSK — SPDR SER TR

Ownership history in ALEXANDER LABRUNERIE & CO., INC.  ·  9 quarters on record

AI Ownership Summary

ALEXANDER LABRUNERIE & CO., INC. reported SPDR SER TR (PSK) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q1. The latest visible filing shows PSK at 0.14% 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.

What this PSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALEXANDER LABRUNERIE & CO., INC.'s position in SPDR SER 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
2026 Q1

PSK was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

PSK stock page ALEXANDER LABRUNERIE & CO., INC. fund profile ALEXANDER LABRUNERIE & CO., INC. full holdings
How ALEXANDER LABRUNERIE & CO., INC. held PSK — position size vs. price
% of Fund (quarterly)    PSK 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)
2026 Q1 REDUCED — — — 12,359 -13,455 -52.1% 0.14% $381K 2026-05-18 $30.85
2025 Q4 REDUCED — — — 25,814 -306 -1.2% 0.30% $818K 2026-03-26 $30.51
2025 Q3 REDUCED — — — 26,120 -154 -0.6% 0.32% $864K 2025-11-25 $30.76
2025 Q2 REDUCED — — — 26,274 -1,104 -4.0% 0.34% $834K 2025-08-01 $30.50
2025 Q1 REDUCED — — — 27,378 -849 -3.0% 0.38% $887K 2025-05-05 $29.27
2024 Q4 REDUCED — — — 28,227 -97 -0.3% 0.41% $931K 2025-01-27 $30.92
2024 Q3 UNCHANGED — — — 28,324 — 0% 0.46% $1.0M 2024-10-22 $31.67
2024 Q2 REDUCED — — — 28,324 -416 -1.4% 0.52% $961K 2024-07-30 $29.90
2024 Q1 INITIATED — — — 28,740 — — 0.56% $1.0M 2024-05-29 $28.90

🏢 Other funds also holding PSK

As of 2026 Q1 — sorted by position size

State of Wisconsin - Board of Commissioners of Public Lands 15.85% CNO Financial Group, Inc. 3Y 7Y 12.38% Sage Advisory Services, Ltd.Co. 3Y 7Y 5.84% Aspetuck Financial Management LLC 1.18% Twelve Points Wealth Management LLC 3Y 0.91% Breachway Investments LLC 0.7% Shulman DeMeo Asset Management LLC 3Y 7Y 0.69% Rosenberg Matthew Hamilton 3Y 0.65% Crews Bank & Trust 0.62% Investors Research Corp 3Y 7Y 0.52%

FAQ About ALEXANDER LABRUNERIE & CO., INC. and PSK

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

How long has ALEXANDER LABRUNERIE & CO., INC. reported owning PSK?

ALEXANDER LABRUNERIE & CO., INC. reported PSK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PSK position in ALEXANDER LABRUNERIE & CO., INC.'s portfolio?

The largest reported portfolio weight for PSK was 0.56% in 2024 Q1.

What is the latest reported PSK position on this page?

The most recent filing on this page is 2026 Q1, when ALEXANDER LABRUNERIE & CO., INC. reported 12,359 shares, equal to 0.14% of portfolio, with an estimated market value of $381K.

What does the chart on this PSK ownership page compare?

The chart compares ALEXANDER LABRUNERIE & CO., INC.'s quarterly PSK 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 ALEXANDER LABRUNERIE & CO., INC. time their PSK position?

Based on 13F filing dates vs. subsequent PSK price moves, ALEXANDER LABRUNERIE & CO., INC. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on PSK relative to SPY over the holding period was -14.1%.

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