Deane Retirement Strategies, Inc. SPLG — SPDR PORTFOLIO LARGE CAP ETF

Ownership history in Deane Retirement Strategies, Inc.  ·  29 quarters on record

AI Ownership Summary

Deane Retirement Strategies, Inc. reported SPDR PORTFOLIO LARGE CAP ETF (SPLG) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2024 Q2. The latest visible filing shows SPLG at 0.16% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Deane Retirement Strategies, Inc.'s position in SPDR PORTFOLIO LARGE CAP ETF, 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

SPLG was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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
2023 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.

SPLG stock page Deane Retirement Strategies, Inc. fund profile Deane Retirement Strategies, Inc. full holdings
How Deane Retirement Strategies, Inc. held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,224 -6,445 -55.2% 0.16% $400K 2026-04-07 $77.59
2025 Q4 REDUCED — — — 11,669 -124 -1.1% 0.39% $936K 2026-01-28 $81.63
2025 Q3 ADDED — — — 11,793 +164 +1.4% 0.40% $924K 2025-10-14 $77.49
2025 Q2 REDUCED — — — 11,629 -74 -0.6% 0.38% $845K 2025-07-11 $72.73
2025 Q1 REDUCED 11.0% +10.9% ❌ 11,703 -1,445 -11.0% 0.37% $770K 2025-04-14 $62.66
2024 Q4 REDUCED — — — 13,148 -418 -3.1% 0.46% $906K 2025-01-23 $70.68
2024 Q3 REDUCED — — — 13,566 -338 -2.4% 0.45% $916K 2024-10-03 $65.59
2024 Q2 REDUCED — — — 13,904 -474 -3.3% 0.46% $890K 2024-07-09 $63.99
2024 Q1 ADDED — — — 14,378 +1,270 +9.7% 0.45% $885K 2024-04-09 $59.59
2023 Q4 REDUCED 9.7% +10.2% ❌ 13,108 -1,405 -9.7% 0.40% $733K 2024-01-18 $54.50
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPLG

As of 2026 Q1 — sorted by position size

Brown Financial Advisory 3Y 41.0% Kedalion Capital Management LLP 39.32% 1900 WEALTH MANAGEMENT LLC 3Y 29.61% Macco Financial Group, Inc. 29.05% Private Wealth Group, LLC 3Y 7Y 27.22% Wise Wealth Partners 26.39% Klaas Financial Asset Advisors, LLC 3Y 26.15% Peterson Wealth Advisors, LLC 3Y 7Y 24.47% Solitude Financial Services 3Y 22.18% DENVER WEALTH MANAGEMENT, INC. 3Y 20.34%

FAQ About Deane Retirement Strategies, Inc. and SPLG

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

How long has Deane Retirement Strategies, Inc. reported owning SPLG?

Deane Retirement Strategies, Inc. reported SPLG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPLG position in Deane Retirement Strategies, Inc.'s portfolio?

The largest reported portfolio weight for SPLG was 0.46% in 2024 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q1, when Deane Retirement Strategies, Inc. reported 5,224 shares, equal to 0.16% of portfolio, with an estimated market value of $400K.

What does the chart on this SPLG ownership page compare?

The chart compares Deane Retirement Strategies, Inc.'s quarterly SPLG 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 Deane Retirement Strategies, Inc. time their SPLG position?

Based on 13F filing dates vs. subsequent SPLG price moves, Deane Retirement Strategies, Inc. correctly timed 16 out of 28 reported position changes (57%). The annualised alpha on SPLG relative to SPY over the holding period was +0.1%.

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