SPLG β€” SPDR SER TR

Ownership history in Maia Wealth LLC  Β·  8 quarters on record

AI Ownership Summary

Maia Wealth LLC reported SPDR SER TR (SPLG) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.7% in 2023 Q4. The latest visible filing shows SPLG at 4.42% 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 Maia Wealth 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
2025 Q4

SPLG was reported at 4.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.7% 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 2025 Q4

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.

How Maia Wealth LLC held SPLG β€” position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 323,300 -39,871 -11.0% 4.42% $25.9M 2026-02-14 (Est.) $80.00
2025 Q3 REDUCED 363,171 -10,718 -2.9% 4.90% $29.1M 2025-11-13 $78.63
2025 Q2 REDUCED 373,889 -142,118 -27.5% 5.18% $27.2M 2025-08-13 $75.22
2025 Q1 REDUCED 516,007 -36,026 -6.5% 7.42% $32.7M 2025-05-12 $67.78
2024 Q4 ADDED 552,033 +1,330 +0.2% 8.38% $38.9M 2025-02-05 $70.05
2024 Q3 REDUCED 550,703 -21,922 -3.8% 9.27% $37.5M 2024-10-30 $66.99
2024 Q2 REDUCED 572,625 -78,690 -12.1% 11.38% $37.8M 2024-07-16 $65.04
2023 Q4 INITIATED 651,315 β€” β€” 14.70% $36.4M 2024-02-13 $56.53

FAQ About Maia Wealth 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 Maia Wealth LLC reported owning SPLG?

Maia Wealth LLC reported SPLG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPLG position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for SPLG was 14.70% in 2023 Q4.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2025 Q4, when Maia Wealth LLC reported 323,300 shares, equal to 4.42% of portfolio, with an estimated market value of $25.9M.

What does the chart on this SPLG ownership page compare?

The chart compares Maia Wealth 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.

← Back to Maia Wealth LLC Holdings