SPTI β€” SPDR INTERMEDIATE

Ownership history in Collier Financial  Β·  3 quarters on record

AI Ownership Summary

Collier Financial reported SPDR INTERMEDIATE (SPTI) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 13.88% in 2025 Q4. The latest visible filing shows SPTI at 13.88% 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 SPTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Collier Financial's position in SPDR INTERMEDIATE, 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

SPTI was reported at 13.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.88% 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 Q1 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.

How Collier Financial held SPTI β€” position size vs. price
% of Fund (quarterly)    SPTI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 640,911 +44,180 +7.4% 13.88% $18.5M 2026-02-14 (Est.) $28.98
2025 Q3 ADDED 596,731 +30,735 +5.4% 12.97% $17.2M 2025-11-05 $28.44
2025 Q1 INITIATED 565,996 β€” β€” 13.75% $16.2M 2025-04-15 $27.48

FAQ About Collier Financial and SPTI

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

How long has Collier Financial reported owning SPTI?

Collier Financial reported SPTI across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPTI position in Collier Financial's portfolio?

The largest reported portfolio weight for SPTI was 13.88% in 2025 Q4.

What is the latest reported SPTI position on this page?

The most recent filing on this page is 2025 Q4, when Collier Financial reported 640,911 shares, equal to 13.88% of portfolio, with an estimated market value of $18.5M.

What does the chart on this SPTI ownership page compare?

The chart compares Collier Financial's quarterly SPTI 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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