TFI β€” SPDR SER TR

Ownership history in Foster Group, Inc.  Β·  9 quarters on record

AI Ownership Summary

Foster Group, Inc. reported SPDR SER TR (TFI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.29% in 2024 Q1. The latest visible filing shows TFI at 0.64% 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 TFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foster Group, 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 Q1

TFI was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% 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 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 Foster Group, Inc. held TFI β€” position size vs. price
% of Fund (quarterly)    TFI 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)
2026 Q1 ADDED 476,439 +5,546 +1.2% 0.64% $21.6M 2026-04-13 $45.60
2025 Q4 REDUCED 470,893 -2,708 -0.6% 0.65% $21.5M 2026-01-12 $45.53
2025 Q3 REDUCED 473,601 -6,821 -1.4% 0.68% $21.6M 2025-10-14 $44.91
2025 Q2 REDUCED 480,422 -11,007 -2.2% 0.73% $21.5M 2025-07-14 $43.35
2025 Q1 REDUCED 491,429 -7,850 -1.6% 0.83% $22.1M 2025-04-11 $42.15
2024 Q4 REDUCED 499,279 -9,100 -1.8% 0.87% $22.8M 2025-01-23 $43.55
2024 Q3 REDUCED 508,379 -21,949 -4.1% 0.89% $23.8M 2024-10-07 $44.22
2024 Q2 REDUCED 530,328 -27,233 -4.9% 0.95% $24.3M 2024-07-30 $43.53
2024 Q1 INITIATED 557,561 β€” β€” 1.29% $25.9M 2024-04-09 $43.14

FAQ About Foster Group, Inc. and TFI

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

How long has Foster Group, Inc. reported owning TFI?

Foster Group, Inc. reported TFI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TFI position in Foster Group, Inc.'s portfolio?

The largest reported portfolio weight for TFI was 1.29% in 2024 Q1.

What is the latest reported TFI position on this page?

The most recent filing on this page is 2026 Q1, when Foster Group, Inc. reported 476,439 shares, equal to 0.64% of portfolio, with an estimated market value of $21.6M.

What does the chart on this TFI ownership page compare?

The chart compares Foster Group, Inc.'s quarterly TFI 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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