Family Investment Center, Inc. ONEY — SPDR SER TR

Ownership history in Family Investment Center, Inc.  ·  10 quarters on record

AI Ownership Summary

Family Investment Center, Inc. reported SPDR SER TR (ONEY) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.14% in 2024 Q1. The latest visible filing shows ONEY at 0.74% 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 ONEY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Investment Center, Inc.'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 Q2

ONEY was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% 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
2024 Q1 to 2026 Q2

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.

ONEY stock page Family Investment Center, Inc. fund profile Family Investment Center, Inc. full holdings
How Family Investment Center, Inc. held ONEY — position size vs. price
% of Fund (quarterly)    ONEY 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 Q2 REDUCED — — — 34,958 -947 -2.6% 0.74% $4.5M 2026-07-23 $130.09
2026 Q1 REDUCED — — — 35,905 -155 -0.4% 0.83% $4.3M 2026-04-24 $124.04
2025 Q4 REDUCED — — — 36,060 -641 -1.7% 0.83% $4.1M 2026-01-23 $118.36
2025 Q3 ADDED — — — 36,701 +27 +0.1% 0.86% $4.2M 2025-10-22 $110.52
2025 Q2 ADDED — — — 36,674 +975 +2.7% 0.90% $4.0M 2025-07-15 $106.20
2025 Q1 ADDED — — — 35,699 +552 +1.6% 0.95% $3.9M 2025-04-24 $99.75
2024 Q4 ADDED — — — 35,147 +30 +0.1% 0.97% $3.8M 2025-01-24 $107.22
2024 Q3 REDUCED — — — 35,117 -145 -0.4% 0.99% $3.9M 2024-10-24 $105.57
2024 Q2 ADDED — — — 35,262 +2,764 +8.5% 1.09% $3.7M 2024-07-19 $100.95
2024 Q1 INITIATED — — — 32,498 — — 1.14% $3.5M 2024-04-22 $96.80

🏢 Other funds also holding ONEY

As of 2026 Q2 — sorted by position size

FMA Wealth Management, LLC 3.11% Holos Integrated Wealth LLC 2.61% Lebenthal Global Advisors, LLC 3Y 1.96% Pathfinder Wealth Consulting, Inc. 0.73% Crumly & Associates Inc. 3Y 0.34% Creekside Partners 0.26% PRECEDENT WEALTH PARTNERS, LLC 0.23% WORLD EQUITY GROUP, INC. 0.22% CAP Partners, LLC 0.15% IVC Wealth Advisors LLC 3Y 0.14%

FAQ About Family Investment Center, Inc. and ONEY

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

How long has Family Investment Center, Inc. reported owning ONEY?

Family Investment Center, Inc. reported ONEY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ONEY position in Family Investment Center, Inc.'s portfolio?

The largest reported portfolio weight for ONEY was 1.14% in 2024 Q1.

What is the latest reported ONEY position on this page?

The most recent filing on this page is 2026 Q2, when Family Investment Center, Inc. reported 34,958 shares, equal to 0.74% of portfolio, with an estimated market value of $4.5M.

What does the chart on this ONEY ownership page compare?

The chart compares Family Investment Center, Inc.'s quarterly ONEY 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 Family Investment Center, Inc. time their ONEY position?

Based on 13F filing dates vs. subsequent ONEY price moves, Family Investment Center, Inc. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on ONEY relative to SPY over the holding period was +254.0%.

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