LEIGH BALDWIN & CO., LLC SPLG — SPDR

Ownership history in LEIGH BALDWIN & CO., LLC  ·  6 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported SPDR (SPLG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.1% in 2024 Q4. The latest visible filing shows SPLG at 0.62% 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 SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEIGH BALDWIN & CO., LLC's position in SPDR, 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

SPLG was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q4

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.

SPLG stock page LEIGH BALDWIN & CO., LLC fund profile LEIGH BALDWIN & CO., LLC full holdings
How LEIGH BALDWIN & CO., LLC held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,539 -1,120 -8.2% 0.62% $960K 2026-05-20 —
2025 Q4 REDUCED — — — 13,659 -80,307 -85.5% 0.72% $1.1M 2026-02-12 —
2025 Q3 ADDED — — — 93,966 +78,169 +494.8% 0.86% $3.0M 2025-11-13 —
2025 Q2 REDUCED — — — 15,797 -681 -4.1% 0.76% $1.1M 2025-08-12 —
2025 Q1 REDUCED — — — 16,478 -1,255,706 -98.7% 0.87% $1.1M 2025-05-13 —
2024 Q4 INITIATED — — — 1,272,184 — — 1.10% $1.3M 2025-02-14 —

🏢 Other funds also holding SPLG

As of 2026 Q2 — sorted by position size

Better Way Financial, LLC 40.55% Klaas Financial Asset Advisors, LLC 3Y 28.04% Private Wealth Group, LLC 3Y 7Y 26.82% Ridgeline Wealth Planning, LLC 26.66% Solitude Financial Services 3Y 22.35% Broadway Wealth Solutions, Inc. 21.17% Auour Investments LLC 3Y 19.8% New Perspectives, Inc 3Y 19.78% LIFELONG WEALTH ADVISORS, INC. 19.42% Detalus Advisors, LLC 3Y 19.15%

FAQ About LEIGH BALDWIN & CO., LLC and SPLG

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

How long has LEIGH BALDWIN & CO., LLC reported owning SPLG?

LEIGH BALDWIN & CO., LLC reported SPLG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPLG position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for SPLG was 1.10% in 2024 Q4.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q1, when LEIGH BALDWIN & CO., LLC reported 12,539 shares, equal to 0.62% of portfolio, with an estimated market value of $960K.

What does the chart on this SPLG ownership page compare?

The chart compares LEIGH BALDWIN & CO., LLC's quarterly SPLG 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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