SMLV SPDR SER TR

Ownership history in Insight Advisors, LLC/ PA  ·  21 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported SPDR SER TR (SMLV) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.21% in 2023 Q4. The latest visible filing shows SMLV at 0.17% 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 SMLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA'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

SMLV was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2023 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 Insight Advisors, LLC/ PA held SMLV — position size vs. price
% of Fund (quarterly)    SMLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,659 +109 +1.3% 0.17% $1.1M 2026-02-14 (Est.) $142.46
2025 Q3 ADDED 8,550 +70 +0.8% 0.17% $1.1M 2025-11-10 $126.37
2025 Q2 REDUCED 8,480 -343 -3.9% 0.17% $1.1M 2025-07-30 $122.55
2025 Q1 REDUCED 8,823 -489 -5.3% 0.19% $1.1M 2025-04-11 $110.71
2024 Q4 REDUCED 9,312 -499 -5.1% 0.20% $1.2M 2025-01-27 $127.20
2024 Q3 ADDED 9,811 +173 +1.8% 0.21% $1.2M 2024-10-15 $121.13
2024 Q2 ADDED 9,638 +360 +3.9% 0.19% $1.1M 2024-07-15 $112.32
2024 Q1 ADDED 9,278 +300 +3.3% 0.20% $1.0M 2024-05-06 $104.24
2023 Q4 ADDED 8,978 +180 +2.0% 0.21% $1.0M 2024-01-23 $103.27
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and SMLV

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

How long has Insight Advisors, LLC/ PA reported owning SMLV?

Insight Advisors, LLC/ PA reported SMLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SMLV position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for SMLV was 0.21% in 2023 Q4.

What is the latest reported SMLV position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 8,659 shares, equal to 0.17% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SMLV ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly SMLV 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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