K2 Financial Inc. GMF — SPDR INDEX SHS FDS

Ownership history in K2 Financial Inc.  ·  5 quarters on record

AI Ownership Summary

K2 Financial Inc. reported SPDR INDEX SHS FDS (GMF) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2026 Q1. The latest visible filing shows GMF at 0.39% 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 GMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was K2 Financial Inc.'s position in SPDR INDEX SHS FDS, 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

GMF was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 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.

GMF stock page K2 Financial Inc. fund profile K2 Financial Inc. full holdings
How K2 Financial Inc. held GMF — position size vs. price
% of Fund (quarterly)    GMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,617 +253 +7.5% 0.39% $540K 2026-04-29 $148.10
2025 Q4 ADDED — — — 3,364 +622 +22.7% 0.37% $479K 2026-01-22 $143.88
2025 Q2 ADDED — — — 2,742 +142 +5.5% 0.31% $352K 2025-07-17 $128.46
2025 Q1 ADDED — — — 2,600 +92 +3.7% 0.28% $285K 2025-04-25 $111.76
2024 Q4 INITIATED — — — 2,508 — — 0.28% $278K 2025-02-07 $114.58

🏢 Other funds also holding GMF

As of 2026 Q1 — sorted by position size

RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 4.08% First Pacific Financial 3Y 3.06% Stairway Partners, LLC 3Y 7Y 1.57% FINANCIAL CONSULATE, INC 3Y 7Y 1.14% Yoffe Investment Management, LLC 0.65% NORTHBRIDGE FINANCIAL GROUP, LLC 0.5% L. Roy Papp & Associates, LLP 3Y 7Y 0.08% Great Waters Wealth Management 3Y 0.04% Sowell Financial Services LLC 3Y 7Y 0.04% OneAscent Financial Services LLC 3Y 0.01%

FAQ About K2 Financial Inc. and GMF

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

How long has K2 Financial Inc. reported owning GMF?

K2 Financial Inc. reported GMF across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GMF position in K2 Financial Inc.'s portfolio?

The largest reported portfolio weight for GMF was 0.39% in 2026 Q1.

What is the latest reported GMF position on this page?

The most recent filing on this page is 2026 Q1, when K2 Financial Inc. reported 3,617 shares, equal to 0.39% of portfolio, with an estimated market value of $540K.

What does the chart on this GMF ownership page compare?

The chart compares K2 Financial Inc.'s quarterly GMF 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 K2 Financial Inc. time their GMF position?

Based on 13F filing dates vs. subsequent GMF price moves, K2 Financial Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on GMF relative to SPY over the holding period was +6.2%.

← Back to K2 Financial Inc. Holdings