SPAB β€” SPDR SERIES TRUST PORTFOLIO AGRGTE

Ownership history in GIRARD ADVISORY SERVICES, LLC  Β·  27 quarters on record

AI Ownership Summary

GIRARD ADVISORY SERVICES, LLC reported SPDR SERIES TRUST PORTFOLIO AGRGTE (SPAB) in 27 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 3.9% in 2024 Q2. The latest visible filing shows SPAB at 3.90% 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 SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GIRARD ADVISORY SERVICES, LLC's position in SPDR SERIES TRUST PORTFOLIO AGRGTE, 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
2024 Q2

SPAB was reported at 3.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.9% in 2024 Q2

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 2024 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.

SPAB stock page GIRARD ADVISORY SERVICES, LLC fund profile GIRARD ADVISORY SERVICES, LLC full holdings
How GIRARD ADVISORY SERVICES, LLC held SPAB β€” position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 1,644,561 +30,670 +1.9% 3.90% $41.3M 2024-08-14 (Est.) $24.33
2024 Q1 ADDED 1,613,891 +141,957 +9.6% 3.84% $40.8M 2024-05-13 $23.14
2023 Q4 REDUCED 1,471,934 -30,216 -2.0% 3.83% $37.7M 2024-02-09 $23.24
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPAB

As of 2025 Q4 β€” sorted by position size

Mueller Wealth, LLC 16.23% TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.21% Trinity Wealth Management, LLC 3Y 12.0% Financial Planning Fort Collins, LLC 10.23% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% Columbia River Financial Group, LLC 7.95% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57%

FAQ About GIRARD ADVISORY SERVICES, LLC and SPAB

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

How long has GIRARD ADVISORY SERVICES, LLC reported owning SPAB?

GIRARD ADVISORY SERVICES, LLC reported SPAB across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported SPAB position in GIRARD ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for SPAB was 3.90% in 2024 Q2.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2024 Q2, when GIRARD ADVISORY SERVICES, LLC reported 1,644,561 shares, equal to 3.90% of portfolio, with an estimated market value of $41.3M.

What does the chart on this SPAB ownership page compare?

The chart compares GIRARD ADVISORY SERVICES, LLC's quarterly SPAB 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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