SPTL β€” SPDR SER TR

Ownership history in GK Wealth Management LLC  Β·  4 quarters on record

AI Ownership Summary

GK Wealth Management LLC reported SPDR SER TR (SPTL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q1. The latest visible filing shows SPTL at 0.18% 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 SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GK Wealth Management LLC'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
2025 Q4

SPTL was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 GK Wealth Management LLC held SPTL β€” position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,398 -3,158 -23.3% 0.18% $275K 2026-01-05 $26.26
2025 Q3 ADDED 13,556 +751 +5.9% 0.27% $365K 2025-11-06 $26.62
2025 Q2 REDUCED 12,805 -253 -1.9% 0.31% $340K 2025-07-08 $25.15
2025 Q1 INITIATED 13,058 β€” β€” 0.42% $356K 2025-05-28 $24.78

FAQ About GK Wealth Management LLC and SPTL

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

How long has GK Wealth Management LLC reported owning SPTL?

GK Wealth Management LLC reported SPTL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPTL position in GK Wealth Management LLC's portfolio?

The largest reported portfolio weight for SPTL was 0.42% in 2025 Q1.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2025 Q4, when GK Wealth Management LLC reported 10,398 shares, equal to 0.18% of portfolio, with an estimated market value of $275K.

What does the chart on this SPTL ownership page compare?

The chart compares GK Wealth Management LLC's quarterly SPTL 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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