GAMMA Investing LLC SPGM — SPDR INDEX SHS FDS PORTFLI MSCI GBL

Ownership history in GAMMA Investing LLC  ·  9 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported SPDR INDEX SHS FDS PORTFLI MSCI GBL (SPGM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows SPGM at 0.00% 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 SPGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in SPDR INDEX SHS FDS PORTFLI MSCI GBL, 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

SPGM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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.

SPGM stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held SPGM — position size vs. price
% of Fund (quarterly)    SPGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 97 — 0% 0.00% $7K 2026-04-06 $76.66
2025 Q4 UNCHANGED — — — 97 — 0% 0.00% $7K 2026-01-05 $78.00
2025 Q3 UNCHANGED — — — 97 — 0% 0.00% $7K 2025-10-02 $74.56
2025 Q2 REDUCED 98.4% +8.2% ❌ 97 -5,958 -98.4% 0.00% $7K 2025-07-14 $68.73
2025 Q1 ADDED — — — 6,055 +5,958 +6142.3% 0.00% $97K 2025-04-07 $55.05
2024 Q4 UNCHANGED — — — 97 — 0% 0.00% $6K 2025-01-03 $62.66
2024 Q3 UNCHANGED — — — 97 — 0% 0.00% $6K 2024-10-07 $62.24
2024 Q2 UNCHANGED — — — 97 — 0% 0.00% $6K 2024-07-02 $59.32
2024 Q1 INITIATED — — — 97 — — 0.00% $6K 2024-04-05 $56.85

🏢 Other funds also holding SPGM

As of 2026 Q1 — sorted by position size

Schaeffer Financial LLC 3Y 16.01% Peak Financial Management, Inc. 3Y 7Y 7.0% Barden Capital Management, Inc. 3Y 4.98% FORONJY FINANCIAL LLC 2.34% FLOW TRADERS U.S. LLC 3Y 7Y 2.19% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 1.7% Investment Planning Advisors, Inc. 1.43% ACT WEALTH MANAGEMENT, LLC 3Y 1.04% Goldstone Financial Group, LLC 0.88% Sequoia Financial Advisors, LLC 3Y 7Y 0.85%

FAQ About GAMMA Investing LLC and SPGM

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

How long has GAMMA Investing LLC reported owning SPGM?

GAMMA Investing LLC reported SPGM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPGM position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for SPGM was 0.00% in 2024 Q1.

What is the latest reported SPGM position on this page?

The most recent filing on this page is 2026 Q1, when GAMMA Investing LLC reported 97 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SPGM ownership page compare?

The chart compares GAMMA Investing LLC's quarterly SPGM 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 GAMMA Investing LLC time their SPGM position?

Based on 13F filing dates vs. subsequent SPGM price moves, GAMMA Investing LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SPGM relative to SPY over the holding period was +1.8%.

← Back to GAMMA Investing LLC Holdings