SPGP β€” INVESCO EXCHANGE TRADED FD T

Ownership history in D'Orazio & Associates, Inc.  Β·  11 quarters on record

AI Ownership Summary

D'Orazio & Associates, Inc. reported INVESCO EXCHANGE TRADED FD T (SPGP) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.11% in 2024 Q2. The latest visible filing shows SPGP at 1.85% 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 SPGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D'Orazio & Associates, Inc.'s position in INVESCO EXCHANGE TRADED FD T, 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

SPGP was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.11% 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 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 D'Orazio & Associates, Inc. held SPGP β€” position size vs. price
% of Fund (quarterly)    SPGP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 127,290 -15,641 -10.9% 1.85% $14.5M 2026-02-14 (Est.) $114.19
2025 Q3 REDUCED 142,931 -56,769 -28.4% 2.14% $16.2M 2025-11-10 $111.74
2025 Q2 REDUCED 199,700 -47,118 -19.1% 3.03% $21.5M 2025-08-08 $107.00
2025 Q1 REDUCED 246,818 -10,609 -4.1% 3.74% $24.7M 2025-04-17 $91.71
2024 Q4 ADDED 257,427 +7,715 +3.1% 3.97% $27.0M 2025-01-28 $107.97
2024 Q3 REDUCED 249,712 -11,144 -4.3% 3.70% $26.1M 2024-11-05 $104.47
2024 Q2 ADDED 260,856 +22,927 +9.6% 4.11% $26.8M 2024-08-08 $96.92
2024 Q1 ADDED 237,929 +20,389 +9.4% 4.08% $25.3M 2024-05-09 $100.59
2023 Q4 ADDED 217,540 +119,312 +121.5% 3.82% $21.3M 2024-02-08 $95.21
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPGP

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.11%

FAQ About D'Orazio & Associates, Inc. and SPGP

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

How long has D'Orazio & Associates, Inc. reported owning SPGP?

D'Orazio & Associates, Inc. reported SPGP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPGP position in D'Orazio & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SPGP was 4.11% in 2024 Q2.

What is the latest reported SPGP position on this page?

The most recent filing on this page is 2025 Q4, when D'Orazio & Associates, Inc. reported 127,290 shares, equal to 1.85% of portfolio, with an estimated market value of $14.5M.

What does the chart on this SPGP ownership page compare?

The chart compares D'Orazio & Associates, Inc.'s quarterly SPGP 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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