Global Wealth Strategies & Associates SPLG — SPDR PORTFOLIO S&P 500 ETF

Ownership history in Global Wealth Strategies & Associates  ·  5 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported SPDR PORTFOLIO S&P 500 ETF (SPLG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows SPLG at 0.02% 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 SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in SPDR PORTFOLIO S&P 500 ETF, 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

SPLG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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 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.

SPLG stock page Global Wealth Strategies & Associates fund profile Global Wealth Strategies & Associates full holdings
How Global Wealth Strategies & Associates held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 799 — 0% 0.02% $61K 2026-05-15 (Est.) $86.99
2025 Q4 UNCHANGED — — — 799 — 0% 0.02% $64K 2026-01-02 $80.19
2025 Q3 ADDED — — — 799 +43 +5.7% 0.02% $63K 2025-10-02 $78.30
2025 Q2 REDUCED — — — 756 -3 -0.4% 0.02% $55K 2025-07-07 $72.41
2025 Q1 INITIATED — — — 759 — — 0.02% $50K 2025-04-02 $65.63

🏢 Other funds also holding SPLG

As of 2026 Q1 — sorted by position size

Revere Asset Management, Inc 47.41% Brown Financial Advisory 3Y 41.0% Kedalion Capital Management LLP 39.32% Sterling Group Wealth Management, LLC 3Y 39.09% MKP Capital Management, L.L.C. 3Y 7Y 34.39% 1900 WEALTH MANAGEMENT LLC 3Y 29.61% Forthright Family Wealth Advisory LLC 29.24% Macco Financial Group, Inc. 29.05% Private Wealth Group, LLC 3Y 7Y 27.22% Wise Wealth Partners 26.39%

FAQ About Global Wealth Strategies & Associates and SPLG

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

How long has Global Wealth Strategies & Associates reported owning SPLG?

Global Wealth Strategies & Associates reported SPLG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SPLG position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for SPLG was 0.02% in 2025 Q3.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 799 shares, equal to 0.02% of portfolio, with an estimated market value of $61K.

What does the chart on this SPLG ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly SPLG 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 Global Wealth Strategies & Associates time their SPLG position?

Based on 13F filing dates vs. subsequent SPLG price moves, Global Wealth Strategies & Associates correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SPLG relative to SPY over the holding period was +0.1%.

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