SPTI β€” SPDR SER TR

Ownership history in Hobbs Group Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Hobbs Group Advisors, LLC reported SPDR SER TR (SPTI) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.46% in 2024 Q4. The latest visible filing shows SPTI at 4.02% 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 SPTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hobbs Group Advisors, 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

SPTI was reported at 4.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.46% in 2024 Q4

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 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 Hobbs Group Advisors, LLC held SPTI β€” position size vs. price
% of Fund (quarterly)    SPTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 461,379 -57,035 -11.0% 4.02% $13.3M 2026-02-14 (Est.) $28.88
2025 Q3 REDUCED 518,414 -14,727 -2.8% 4.66% $15.0M 2025-11-13 $28.45
2025 Q2 REDUCED 533,141 -59,484 -10.0% 5.24% $15.3M 2025-07-25 $27.75
2025 Q1 REDUCED 592,625 -23,886 -3.9% 6.44% $16.9M 2025-05-14 $27.25
2024 Q4 ADDED 616,511 +23,556 +4.0% 6.46% $17.2M 2025-02-12 $26.63
2024 Q3 ADDED 592,955 +41,775 +7.6% 6.17% $17.2M 2024-11-18 $26.60
2024 Q2 ADDED 551,180 +68,403 +14.2% 5.87% $15.4M 2024-07-22 $26.41
2023 Q4 INITIATED 482,777 β€” β€” 6.15% $13.8M 2024-02-16 $25.82

FAQ About Hobbs Group Advisors, LLC and SPTI

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

How long has Hobbs Group Advisors, LLC reported owning SPTI?

Hobbs Group Advisors, LLC reported SPTI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPTI position in Hobbs Group Advisors, LLC's portfolio?

The largest reported portfolio weight for SPTI was 6.46% in 2024 Q4.

What is the latest reported SPTI position on this page?

The most recent filing on this page is 2025 Q4, when Hobbs Group Advisors, LLC reported 461,379 shares, equal to 4.02% of portfolio, with an estimated market value of $13.3M.

What does the chart on this SPTI ownership page compare?

The chart compares Hobbs Group Advisors, LLC's quarterly SPTI 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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