JUNCTURE WEALTH STRATEGIES, LLC SHM — SPDR SER TR

Ownership history in JUNCTURE WEALTH STRATEGIES, LLC  ·  33 quarters on record

AI Ownership Summary

JUNCTURE WEALTH STRATEGIES, LLC reported SPDR SER TR (SHM) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2023 Q4. The latest visible filing shows SHM at 0.40% 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 SHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JUNCTURE WEALTH STRATEGIES, 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
2026 Q1

SHM was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% 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 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.

SHM stock page JUNCTURE WEALTH STRATEGIES, LLC fund profile JUNCTURE WEALTH STRATEGIES, LLC full holdings
How JUNCTURE WEALTH STRATEGIES, LLC held SHM — position size vs. price
% of Fund (quarterly)    SHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 25,208 -583 -2.3% 0.40% $1.2M 2026-04-15 $47.94
2025 Q4 REDUCED 15.9% +0.1% ❌ 25,791 -4,888 -15.9% 0.41% $1.2M 2026-01-27 $47.93
2025 Q3 ADDED — — — 30,679 +5,687 +22.8% 0.50% $1.5M 2025-10-14 $47.42
2025 Q2 ADDED — — — 24,992 +3,165 +14.5% 0.42% $1.2M 2025-07-08 $46.87
2025 Q1 REDUCED — — — 21,827 -170 -0.8% 0.40% $1.0M 2025-04-10 $45.88
2024 Q4 ADDED — — — 21,997 +1,185 +5.7% 0.39% $1.0M 2025-01-21 $45.96
2024 Q3 REDUCED 11.2% -0.7% ✅ 20,812 -2,622 -11.2% 0.39% $1.0M 2024-10-09 $46.11
2024 Q2 REDUCED 14.2% +2.6% ❌ 23,434 -3,885 -14.2% 0.46% $1.1M 2024-07-11 $45.30
2024 Q1 REDUCED — — — 27,319 -45 -0.2% 0.56% $1.3M 2024-04-05 $44.93
2023 Q4 ADDED — — — 27,364 +3,602 +15.2% 0.59% $1.3M 2024-01-08 $45.34
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHM

As of 2026 Q1 — sorted by position size

Alaska Wealth Advisors, LLC 3Y 7Y 2.68% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 2.46% CX Institutional 3Y 7Y 1.62% TruNorth Capital Management, LLC 1.62% QP WEALTH MANAGEMENT, LLC 3Y 1.24% McNaughton Wealth Management, LLC 3Y 0.95% FORONJY FINANCIAL LLC 0.8% SYKON CAPITAL LLC 0.72% Traveka Wealth, LLC 0.68% LEGACY SOLUTIONS, LLC 0.67%

FAQ About JUNCTURE WEALTH STRATEGIES, LLC and SHM

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

How long has JUNCTURE WEALTH STRATEGIES, LLC reported owning SHM?

JUNCTURE WEALTH STRATEGIES, LLC reported SHM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHM position in JUNCTURE WEALTH STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for SHM was 0.59% in 2023 Q4.

What is the latest reported SHM position on this page?

The most recent filing on this page is 2026 Q1, when JUNCTURE WEALTH STRATEGIES, LLC reported 25,208 shares, equal to 0.40% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SHM ownership page compare?

The chart compares JUNCTURE WEALTH STRATEGIES, LLC's quarterly SHM 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 JUNCTURE WEALTH STRATEGIES, LLC time their SHM position?

Based on 13F filing dates vs. subsequent SHM price moves, JUNCTURE WEALTH STRATEGIES, LLC correctly timed 12 out of 32 reported position changes (38%). The annualised alpha on SHM relative to SPY over the holding period was -15.7%.

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