Ilmarinen Mutual Pension Insurance Co SPHY — SPDR SER TR

Ownership history in Ilmarinen Mutual Pension Insurance Co  ·  6 quarters on record

AI Ownership Summary

Ilmarinen Mutual Pension Insurance Co reported SPDR SER TR (SPHY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.39% in 2025 Q1. The latest visible filing shows SPHY at 3.75% 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 SPHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ilmarinen Mutual Pension Insurance Co'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

SPHY was reported at 3.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.39% 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
2024 Q4 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.

SPHY stock page Ilmarinen Mutual Pension Insurance Co fund profile Ilmarinen Mutual Pension Insurance Co full holdings
How Ilmarinen Mutual Pension Insurance Co held SPHY — position size vs. price
% of Fund (quarterly)    SPHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11.3% +2.3% ❌ 20,450,000 -2,600,000 -11.3% 3.75% $477K 2026-05-12 $23.12
2025 Q4 REDUCED 22.3% -0.3% ✅ 23,050,000 -6,600,000 -22.3% 4.35% $546K 2026-02-10 $23.04
2025 Q3 ADDED — — — 29,650,000 +1,400,000 +5.0% 5.33% $710K 2025-11-13 $22.50
2025 Q2 REDUCED 8.3% +2.5% ❌ 28,250,000 -2,550,000 -8.3% 5.41% $672K 2025-08-14 $22.20
2025 Q1 ADDED — — — 30,800,000 +2,700,000 +9.6% 6.39% $721K 2025-05-20 $21.54
2024 Q4 INITIATED — — — 28,100,000 — — 5.65% $660K 2025-02-13 $21.41

🏢 Other funds also holding SPHY

As of 2026 Q2 — sorted by position size

CORNERSTONE ENTERPRISES, LLC 17.57% CHRISTINE MESSMER PC 10.31% ACUTE INVESTMENT ADVISORY, LLC 3Y 8.62% S&A Financial Services, Inc. 6.92% Ocean Park Asset Management, LLC 3Y 6.86% Asset Allocation & Management Company, LLC 3Y 6.14% Financial Futures Ltd Liability Co. 3Y 6.08% Iowa State Bank 3Y 7Y 5.62% Pinnacle Wealth Management, LLC 3Y 5.47% RFG HOLDINGS, INC. 3Y 5.0%

FAQ About Ilmarinen Mutual Pension Insurance Co and SPHY

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

How long has Ilmarinen Mutual Pension Insurance Co reported owning SPHY?

Ilmarinen Mutual Pension Insurance Co reported SPHY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPHY position in Ilmarinen Mutual Pension Insurance Co's portfolio?

The largest reported portfolio weight for SPHY was 6.39% in 2025 Q1.

What is the latest reported SPHY position on this page?

The most recent filing on this page is 2026 Q1, when Ilmarinen Mutual Pension Insurance Co reported 20,450,000 shares, equal to 3.75% of portfolio, with an estimated market value of $477K.

What does the chart on this SPHY ownership page compare?

The chart compares Ilmarinen Mutual Pension Insurance Co's quarterly SPHY 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 Ilmarinen Mutual Pension Insurance Co time their SPHY position?

Based on 13F filing dates vs. subsequent SPHY price moves, Ilmarinen Mutual Pension Insurance Co correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPHY relative to SPY over the holding period was +10465.2%.

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