BUSH INVESTMENT GROUP, LLC SPHY — SPDR SER TR

Ownership history in BUSH INVESTMENT GROUP, LLC  ·  7 quarters on record

AI Ownership Summary

BUSH INVESTMENT GROUP, LLC reported SPDR SER TR (SPHY) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.18% in 2024 Q2. The latest visible filing shows SPHY at 2.37% 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 SPHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUSH INVESTMENT GROUP, 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
2025 Q4

SPHY was reported at 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.18% 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
2024 Q2 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.

SPHY stock page BUSH INVESTMENT GROUP, LLC fund profile BUSH INVESTMENT GROUP, LLC full holdings
How BUSH INVESTMENT GROUP, LLC held SPHY — position size vs. price
% of Fund (quarterly)    SPHY 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)
2025 Q4 ADDED — — — 179,117 +1,612 +0.9% 2.37% $4.2M 2026-02-14 (Est.) $23.19
2025 Q3 ADDED — — — 177,505 +5,823 +3.4% 2.52% $4.2M 2025-12-18 $22.93
2025 Q2 ADDED — — — 171,682 +291 +0.2% 2.74% $4.1M 2025-07-01 $22.12
2025 Q1 ADDED — — — 171,391 +3,895 +2.3% 3.02% $4.0M 2025-04-29 $21.48
2024 Q4 ADDED — — — 167,496 +3,883 +2.4% 3.07% $3.9M 2025-02-13 $21.54
2024 Q3 ADDED — — — 163,613 +4,358 +2.7% 3.15% $3.9M 2024-12-03 $21.30
2024 Q2 INITIATED — — — 159,255 — — 3.18% $3.7M 2024-08-12 $20.44

🏢 Other funds also holding SPHY

As of 2026 Q1 — sorted by position size

CORNERSTONE ENTERPRISES, LLC 19.18% CNO Financial Group, Inc. 3Y 7Y 17.1% CHRISTINE MESSMER PC 11.17% ACUTE INVESTMENT ADVISORY, LLC 3Y 9.4% Asset Allocation & Management Company, LLC 3Y 6.96% S&A Financial Services, Inc. 6.85% Financial Futures Ltd Liability Co. 3Y 6.63% RETIREMITTEN FINANCIAL LLC 6.56% Pinnacle Wealth Management, LLC 3Y 6.0% Iowa State Bank 3Y 7Y 5.98%

FAQ About BUSH INVESTMENT GROUP, LLC and SPHY

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

How long has BUSH INVESTMENT GROUP, LLC reported owning SPHY?

BUSH INVESTMENT GROUP, LLC reported SPHY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SPHY position in BUSH INVESTMENT GROUP, LLC's portfolio?

The largest reported portfolio weight for SPHY was 3.18% in 2024 Q2.

What is the latest reported SPHY position on this page?

The most recent filing on this page is 2025 Q4, when BUSH INVESTMENT GROUP, LLC reported 179,117 shares, equal to 2.37% of portfolio, with an estimated market value of $4.2M.

What does the chart on this SPHY ownership page compare?

The chart compares BUSH INVESTMENT GROUP, LLC's quarterly SPHY 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 BUSH INVESTMENT GROUP, LLC time their SPHY position?

Based on 13F filing dates vs. subsequent SPHY price moves, BUSH INVESTMENT GROUP, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SPHY relative to SPY over the holding period was -8.7%.

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