PSK SPDR SER TR

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  12 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported SPDR SER TR (PSK) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q1. The latest visible filing shows PSK at 0.05% 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 PSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV'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
2026 Q1

PSK was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q1

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.

How ECLECTIC ASSOCIATES INC /ADV held PSK — position size vs. price
% of Fund (quarterly)    PSK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,767 +17 +0.1% 0.05% $363K 2026-04-08 $31.22
2025 Q4 ADDED 11,750 +73 +0.6% 0.06% $372K 2026-02-03 $31.67
2025 Q3 ADDED 11,677 +24 +0.2% 0.07% $386K 2025-10-09 $31.75
2025 Q2 ADDED 11,653 +25 +0.2% 0.08% $370K 2025-07-17 $30.34
2025 Q1 ADDED 11,628 +15 +0.1% 0.10% $377K 2025-04-10 $29.27
2024 Q4 ADDED 11,613 +240 +2.1% 0.11% $383K 2025-01-21 $31.03
2024 Q3 ADDED 11,373 +177 +1.6% 0.16% $406K 2024-10-04 $32.13
2024 Q2 ADDED 11,196 +175 +1.6% 0.17% $380K 2024-07-12 $30.63
2024 Q1 ADDED 11,021 +1,583 +16.8% 0.18% $384K 2024-04-23 $29.71
2023 Q4 ADDED 9,438 +1,426 +17.8% 0.15% $316K 2024-01-16 $29.29
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ECLECTIC ASSOCIATES INC /ADV and PSK

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning PSK?

ECLECTIC ASSOCIATES INC /ADV reported PSK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSK position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for PSK was 0.18% in 2024 Q1.

What is the latest reported PSK position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 11,767 shares, equal to 0.05% of portfolio, with an estimated market value of $363K.

What does the chart on this PSK ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly PSK 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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