IFG Advisory, LLC SPTL — SPDR PORTFOLIO

Ownership history in IFG Advisory, LLC  ·  13 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported SPDR PORTFOLIO (SPTL) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.77% in 2024 Q3. The latest visible filing shows SPTL at 0.35% 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 SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in SPDR PORTFOLIO, 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2024 Q3

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.

SPTL stock page IFG Advisory, LLC fund profile IFG Advisory, LLC full holdings
How IFG Advisory, LLC held SPTL — position size vs. price
% of Fund (quarterly)    SPTL 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)
2025 Q4 REDUCED 22.5% +0.0% ❌ 303,560 -88,260 -22.5% 0.35% $8.0M 2026-02-14 (Est.) $26.87
2025 Q3 ADDED — — — 391,820 +983 +0.3% 0.48% $10.6M 2025-11-12 $26.62
2025 Q2 REDUCED 8.3% +2.7% ❌ 390,837 -35,496 -8.3% 0.52% $10.4M 2025-08-04 $25.77
2025 Q1 ADDED — — — 426,333 +7,223 +1.7% 0.64% $11.6M 2025-05-08 $25.11
2024 Q4 ADDED — — — 419,110 +5,228 +1.3% 0.62% $11.0M 2025-02-14 $25.36
2024 Q3 ADDED — — — 413,882 +170,033 +69.7% 0.77% $12.0M 2024-10-30 $25.71
2024 Q2 ADDED — — — 243,849 +11,048 +4.7% 0.43% $6.6M 2024-07-30 $25.83
2024 Q1 REDUCED 22.2% -3.2% ✅ 232,801 -66,407 -22.2% 0.49% $6.5M 2024-05-06 $24.68
2023 Q4 ADDED — — — 299,208 +65,032 +27.8% 0.64% $8.7M 2024-01-17 $25.46
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTL

As of 2026 Q1 — sorted by position size

Impact Investors, Inc 9.45% J.E. Simmons & Co., P.C. 8.67% One Day In July LLC 3Y 7.48% Appalachian Capital Management Ltd 7.4% MCMORGAN & CO LLC 3Y 7Y 6.45% Tennessee Valley Asset Management Partners 3Y 5.75% Targeted Financial Services LLC 4.29% Roberts Financial Services LLC 3Y 7Y 3.93% Schwallier Wealth Management LLC 3.87% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.31%

FAQ About IFG Advisory, 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 IFG Advisory, LLC reported owning SPTL?

IFG Advisory, LLC reported SPTL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPTL position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for SPTL was 0.77% in 2024 Q3.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2025 Q4, when IFG Advisory, LLC reported 303,560 shares, equal to 0.35% of portfolio, with an estimated market value of $8.0M.

What does the chart on this SPTL ownership page compare?

The chart compares IFG Advisory, 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.

How well did IFG Advisory, LLC time their SPTL position?

Based on 13F filing dates vs. subsequent SPTL price moves, IFG Advisory, LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on SPTL relative to SPY over the holding period was -15.6%.

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