SPHY β€” SPDR SERIES TRUST

Ownership history in CHRISTINE MESSMER PC  Β·  2 quarters on record

AI Ownership Summary

CHRISTINE MESSMER PC reported SPDR SERIES TRUST (SPHY) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 11.33% in 2025 Q4. The latest visible filing shows SPHY at 11.17% 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 CHRISTINE MESSMER PC's position in SPDR SERIES TRUST, 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

SPHY was reported at 11.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.33% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 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.

How CHRISTINE MESSMER PC held SPHY β€” position size vs. price
% of Fund (quarterly)    SPHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 749,153 +15,343 +2.1% 11.17% $17.5M 2026-04-21 $23.55
2025 Q4 INITIATED 733,810 β€” β€” 11.33% $17.4M 2026-02-03 $23.41

FAQ About CHRISTINE MESSMER PC and SPHY

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

How long has CHRISTINE MESSMER PC reported owning SPHY?

CHRISTINE MESSMER PC reported SPHY across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported SPHY position in CHRISTINE MESSMER PC's portfolio?

The largest reported portfolio weight for SPHY was 11.33% in 2025 Q4.

What is the latest reported SPHY position on this page?

The most recent filing on this page is 2026 Q1, when CHRISTINE MESSMER PC reported 749,153 shares, equal to 11.17% of portfolio, with an estimated market value of $17.5M.

What does the chart on this SPHY ownership page compare?

The chart compares CHRISTINE MESSMER PC'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.

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