Galvin, Gaustad & Stein, LLC SPLG β€” SPDR SERIES TRUST

Ownership history in Galvin, Gaustad & Stein, LLC  Β·  4 quarters on record

AI Ownership Summary

Galvin, Gaustad & Stein, LLC reported SPDR SERIES TRUST (SPLG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.45% in 2026 Q2. The latest visible filing shows SPLG at 0.45% 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 SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Galvin, Gaustad & Stein, LLC's position in SPDR SERIES TRUST, 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

SPLG was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 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.

How Galvin, Gaustad & Stein, LLC held SPLG β€” position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 68,838 +58,987 +598.8% 0.45% $6.0M 2026-07-29 $87.48
2026 Q1 REDUCED β€” β€” β€” 9,851 -37,403 -79.2% 0.06% $754K 2026-05-14 β€”
2025 Q4 ADDED β€” β€” β€” 47,254 +43,154 +1052.5% 0.30% $3.8M 2026-01-23 β€”
2025 Q3 INITIATED β€” β€” β€” 4,100 β€” β€” 0.03% $321K 2025-10-22 β€”

FAQ About Galvin, Gaustad & Stein, LLC and SPLG

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

How long has Galvin, Gaustad & Stein, LLC reported owning SPLG?

Galvin, Gaustad & Stein, LLC reported SPLG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SPLG position in Galvin, Gaustad & Stein, LLC's portfolio?

The largest reported portfolio weight for SPLG was 0.45% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when Galvin, Gaustad & Stein, LLC reported 68,838 shares, equal to 0.45% of portfolio, with an estimated market value of $6.0M.

What does the chart on this SPLG ownership page compare?

The chart compares Galvin, Gaustad & Stein, LLC's quarterly SPLG 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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