SPLG — SPDR SER TR

Ownership history in Gilbert & Cook, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. reported a position in SPDR SER TR (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.42% (2025 Q4)
Avg. % of fund
0.38%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 41,198 +2,428 +6.3% 0.42% $3.3M $80.02
2025 Q3 ADDED 38,770 +387 +1.0% 0.39% $3.0M $77.92
2025 Q2 ADDED 38,383 +3,418 +9.8% 0.38% $2.8M $72.08
2025 Q1 INITIATED 34,965 — — 0.33% $2.3M $65.01
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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