SPGP INVESCO S&P 500 GARP ETF

Ownership history in FIRST UNITED BANK & TRUST  ·  13 quarters on record

AI Ownership Summary

FIRST UNITED BANK & TRUST reported INVESCO S&P 500 GARP ETF (SPGP) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.0% in 2025 Q1. The latest visible filing shows SPGP at 1.27% 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 FIRST UNITED BANK & TRUST's position in INVESCO S&P 500 GARP 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

SPGP was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2025 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 FIRST UNITED BANK & TRUST held SPGP — position size vs. price
% of Fund (quarterly)    SPGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 36,292 -6,315 -14.8% 1.27% $3.9M 2026-04-21 $117.74
2025 Q4 REDUCED 42,607 -1,778 -4.0% 1.55% $4.9M 2026-01-21 $115.45
2025 Q3 REDUCED 44,385 -3,636 -7.6% 1.64% $5.0M 2025-10-27 $114.41
2025 Q2 REDUCED 48,021 -5,511 -10.3% 1.80% $5.2M 2025-07-18 $108.13
2025 Q1 ADDED 53,532 +4,641 +9.5% 2.00% $5.3M 2025-04-15 $91.44
2024 Q4 ADDED 48,891 +3,388 +7.4% 1.86% $5.1M 2025-01-16 $108.04
2024 Q3 ADDED 45,503 +1,555 +3.5% 1.71% $4.8M 2024-10-15 $103.88
2024 Q2 ADDED 43,948 +2,856 +7.0% 1.68% $4.5M 2024-08-12 $97.01
2024 Q1 ADDED 41,092 +3,316 +8.8% 1.62% $4.4M 2024-04-29 $100.37
2023 Q4 ADDED 37,776 +8,587 +29.4% 1.48% $3.7M 2024-02-08 $95.21
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST UNITED BANK & TRUST and SPGP

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

How long has FIRST UNITED BANK & TRUST reported owning SPGP?

FIRST UNITED BANK & TRUST reported SPGP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPGP position in FIRST UNITED BANK & TRUST's portfolio?

The largest reported portfolio weight for SPGP was 2.00% in 2025 Q1.

What is the latest reported SPGP position on this page?

The most recent filing on this page is 2026 Q1, when FIRST UNITED BANK & TRUST reported 36,292 shares, equal to 1.27% of portfolio, with an estimated market value of $3.9M.

What does the chart on this SPGP ownership page compare?

The chart compares FIRST UNITED BANK & TRUST'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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