Gladstone Institutional Advisory LLC SPMB — SPDR SER TR

Ownership history in Gladstone Institutional Advisory LLC  ·  13 quarters on record

AI Ownership Summary

Gladstone Institutional Advisory LLC reported SPDR SER TR (SPMB) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2026 Q1. The latest visible filing shows SPMB at 0.68% 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 SPMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gladstone Institutional Advisory 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
2026 Q1

SPMB was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 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.

SPMB stock page Gladstone Institutional Advisory LLC fund profile Gladstone Institutional Advisory LLC full holdings
How Gladstone Institutional Advisory LLC held SPMB — position size vs. price
% of Fund (quarterly)    SPMB 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 ADDED — — — 822,025 +670,978 +444.2% 0.68% $18.4M 2026-05-14 $22.22
2025 Q4 ADDED — — — 151,047 +19,763 +15.1% 0.13% $3.4M 2026-02-17 $22.51
2025 Q3 ADDED — — — 131,284 +8,069 +6.5% 0.11% $2.9M 2025-10-22 $22.11
2025 Q2 ADDED — — — 123,215 +23,997 +24.2% 0.11% $2.7M 2025-08-12 $21.36
2025 Q1 ADDED — — — 99,218 +18,733 +23.3% 0.10% $2.2M 2025-05-15 $20.87
2024 Q4 ADDED — — — 80,485 +12,469 +18.3% 0.08% $1.7M 2025-01-29 $20.55
2024 Q3 ADDED — — — 68,016 +7,390 +12.2% 0.07% $1.5M 2024-10-28 $20.48
2024 Q2 ADDED — — — 60,626 +39,195 +182.9% 0.07% $1.3M 2024-08-02 $20.86
2024 Q1 ADDED — — — 21,431 +12,541 +141.1% 0.03% $465K 2024-05-14 $19.82
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPMB

As of 2026 Q1 — sorted by position size

Collier Financial 10.73% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 9.31% Compton Financial Group, LLC 3Y 8.72% Financial Engines Advisors L.L.C. 3Y 7Y 8.56% 93 Financial Group, LLC 7.78% FINANCIAL LIFE ADVISORS 3Y 7Y 7.26% ACUTE INVESTMENT ADVISORY, LLC 3Y 6.16% Tidemark, LLC 3.31% Financial Plan, Inc. 3.05% ABOUND FINANCIAL, LLC 2.61%

FAQ About Gladstone Institutional Advisory LLC and SPMB

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

How long has Gladstone Institutional Advisory LLC reported owning SPMB?

Gladstone Institutional Advisory LLC reported SPMB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPMB position in Gladstone Institutional Advisory LLC's portfolio?

The largest reported portfolio weight for SPMB was 0.68% in 2026 Q1.

What is the latest reported SPMB position on this page?

The most recent filing on this page is 2026 Q1, when Gladstone Institutional Advisory LLC reported 822,025 shares, equal to 0.68% of portfolio, with an estimated market value of $18.4M.

What does the chart on this SPMB ownership page compare?

The chart compares Gladstone Institutional Advisory LLC's quarterly SPMB 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 Gladstone Institutional Advisory LLC time their SPMB position?

Based on 13F filing dates vs. subsequent SPMB price moves, Gladstone Institutional Advisory LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on SPMB relative to SPY over the holding period was -9.6%.

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