JUNCTURE WEALTH STRATEGIES, LLC SPSB — SPDR SERIES TRUST

Ownership history in JUNCTURE WEALTH STRATEGIES, LLC  ·  20 quarters on record

AI Ownership Summary

JUNCTURE WEALTH STRATEGIES, LLC reported SPDR SERIES TRUST (SPSB) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.19% in 2024 Q2. The latest visible filing shows SPSB at 0.11% 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 SPSB 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 SERIES TRUST, 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 Q3

SPSB was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

SPSB stock page JUNCTURE WEALTH STRATEGIES, LLC fund profile JUNCTURE WEALTH STRATEGIES, LLC full holdings
How JUNCTURE WEALTH STRATEGIES, LLC held SPSB — position size vs. price
% of Fund (quarterly)    SPSB 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 Q3 ADDED — — — 14,194 +71 +0.5% 0.11% $420K 2026-10-06 $29.58
2026 Q2 UNCHANGED — — — 14,123 — 0% 0.11% $424K 2026-07-09 $29.58
2026 Q1 REDUCED — — — 14,123 -22 -0.2% 0.14% $425K 2026-04-15 $29.44
2025 Q4 REDUCED — — — 14,145 -1 -0.0% 0.14% $427K 2026-01-27 $29.32
2025 Q3 REDUCED — — — 14,146 -2 -0.0% 0.14% $428K 2025-10-14 $28.98
2025 Q2 REDUCED — — — 14,148 -20 -0.1% 0.15% $427K 2025-07-08 $28.43
2025 Q1 REDUCED 7.1% +1.5% ❌ 14,168 -1,075 -7.1% 0.17% $426K 2025-04-10 $27.95
2024 Q4 REDUCED — — — 15,243 -136 -0.9% 0.17% $455K 2025-01-21 $27.68
2024 Q3 REDUCED — — — 15,379 -182 -1.2% 0.18% $466K 2024-10-09 $27.44
2024 Q2 REDUCED — — — 15,561 -344 -2.2% 0.19% $462K 2024-07-11 $26.88
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPSB

As of 2026 Q3 — sorted by position size

Martin Capital Partners, LLC 3Y 7Y 1.91% Rosenberg Matthew Hamilton 3Y 0.61% GAMMA Investing LLC 0.51% Boston Standard Wealth Management, LLC 3Y 7Y 0.46% Whitcomb & Hess, Inc. 3Y 0.38% Adelphi Trust Co 0.32% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.09% YHB Investment Advisors, Inc. 3Y 7Y 0.07% Farther Finance Advisors, LLC 3Y 0.06% Investors Research Corp 3Y 7Y 0.05%

FAQ About JUNCTURE WEALTH STRATEGIES, LLC and SPSB

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 SPSB?

JUNCTURE WEALTH STRATEGIES, LLC reported SPSB across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for SPSB was 0.19% in 2024 Q2.

What is the latest reported SPSB position on this page?

The most recent filing on this page is 2026 Q3, when JUNCTURE WEALTH STRATEGIES, LLC reported 14,194 shares, equal to 0.11% of portfolio, with an estimated market value of $420K.

What does the chart on this SPSB ownership page compare?

The chart compares JUNCTURE WEALTH STRATEGIES, LLC's quarterly SPSB 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 SPSB position?

Based on 13F filing dates vs. subsequent SPSB price moves, JUNCTURE WEALTH STRATEGIES, LLC correctly timed 5 out of 18 reported position changes (28%). The annualised alpha on SPSB relative to SPY over the holding period was -13.5%.

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