Apella Capital, LLC SPIB — SPDR SER TR

Ownership history in Apella Capital, LLC  ·  7 quarters on record

AI Ownership Summary

Apella Capital, LLC reported SPDR SER TR (SPIB) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.42% in 2026 Q2. The latest visible filing shows SPIB at 0.42% 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 SPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC'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 Q2

SPIB was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

SPIB stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held SPIB — position size vs. price
% of Fund (quarterly)    SPIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 883,930 +141,854 +19.1% 0.42% $29.4M 2026-07-08 $33.23
2026 Q1 ADDED — — — 742,076 +180,983 +32.3% 0.37% $25.0M 2026-04-20 $33.48
2025 Q4 ADDED — — — 561,093 +111,261 +24.7% 0.37% $19.0M 2026-01-21 $33.23
2025 Q3 ADDED — — — 449,832 +93,619 +26.3% 0.34% $15.3M 2025-10-17 $33.00
2025 Q2 ADDED — — — 356,213 +141,827 +66.2% 0.32% $11.9M 2025-07-08 $31.97
2025 Q1 ADDED — — — 214,386 +177,013 +473.6% 0.24% $7.1M 2025-04-10 $31.06
2024 Q4 INITIATED — — — 37,373 — — 0.05% $1.2M 2025-01-14 $30.55

🏢 Other funds also holding SPIB

As of 2026 Q2 — sorted by position size

GoalVest Advisory LLC 3Y 3.92% Freestate Advisors LLC 3Y 7Y 3.85% Roan Capital Partners 3.59% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 3.07% CGN Advisors LLC 3Y 3.0% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 1.74% Dynamic Advisor Solutions LLC 3Y 7Y 0.89% Breakwater Capital Group 3Y 0.64% Gradient Investments LLC 3Y 7Y 0.64% TrueWealth Advisors, LLC 3Y 0.36%

FAQ About Apella Capital, LLC and SPIB

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

How long has Apella Capital, LLC reported owning SPIB?

Apella Capital, LLC reported SPIB across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SPIB position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for SPIB was 0.42% in 2026 Q2.

What is the latest reported SPIB position on this page?

The most recent filing on this page is 2026 Q2, when Apella Capital, LLC reported 883,930 shares, equal to 0.42% of portfolio, with an estimated market value of $29.4M.

What does the chart on this SPIB ownership page compare?

The chart compares Apella Capital, LLC's quarterly SPIB 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 Apella Capital, LLC time their SPIB position?

Based on 13F filing dates vs. subsequent SPIB price moves, Apella Capital, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SPIB relative to SPY over the holding period was +535.2%.

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