K2 Financial Inc. SPEU — 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 (SPEU) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.78% in 2026 Q1. The latest visible filing shows SPEU at 0.78% 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 SPEU 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

SPEU was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% 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.

SPEU stock page K2 Financial Inc. fund profile K2 Financial Inc. full holdings
How K2 Financial Inc. held SPEU — position size vs. price
% of Fund (quarterly)    SPEU 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 — — — 19,720 +1,286 +7.0% 0.78% $1.1M 2026-04-29 $53.03
2025 Q4 ADDED — — — 18,434 +3,412 +22.7% 0.76% $978K 2026-01-22 $53.56
2025 Q2 ADDED — — — 15,022 +1,020 +7.3% 0.64% $722K 2025-07-17 $47.36
2025 Q1 ADDED — — — 14,002 +605 +4.5% 0.60% $611K 2025-04-25 $43.72
2024 Q4 INITIATED — — — 13,397 — — 0.53% $530K 2025-02-07 $40.72

🏢 Other funds also holding SPEU

As of 2026 Q1 — sorted by position size

Atlantic Edge Private Wealth Management, LLC 1.29% Castleview Partners, LLC 3Y 7Y 0.26% Accel Wealth Management 3Y 0.23% MATHER GROUP, LLC. 3Y 7Y 0.08% LODESTAR PRIVATE ASSET MANAGEMENT LLC 3Y 0.03% PRIVATE TRUST CO NA 3Y 7Y 0.03% Grove Bank & Trust 3Y 7Y 0.02% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.02% Private Advisor Group, LLC 3Y 7Y 0.02% Tradewinds Capital Management, LLC 3Y 7Y 0.02%

FAQ About K2 Financial Inc. and SPEU

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 SPEU?

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

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

The largest reported portfolio weight for SPEU was 0.78% in 2026 Q1.

What is the latest reported SPEU position on this page?

The most recent filing on this page is 2026 Q1, when K2 Financial Inc. reported 19,720 shares, equal to 0.78% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SPEU ownership page compare?

The chart compares K2 Financial Inc.'s quarterly SPEU 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 SPEU position?

Based on 13F filing dates vs. subsequent SPEU price moves, K2 Financial Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SPEU relative to SPY over the holding period was +6.8%.

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