PSK β€” SPDR SER TR

Ownership history in Mokosak Advisory Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Mokosak Advisory Group, LLC reported SPDR SER TR (PSK) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q1. The latest visible filing shows PSK at 0.07% 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 PSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mokosak Advisory Group, 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 Q3

PSK was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 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.

How Mokosak Advisory Group, LLC held PSK β€” position size vs. price
% of Fund (quarterly)    PSK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,785 +128 +1.7% 0.07% $257K 2025-10-21 $31.96
2025 Q2 ADDED 7,657 +129 +1.7% 0.07% $243K 2025-07-17 $30.34
2025 Q1 INITIATED 7,528 β€” β€” 0.08% $244K 2025-04-23 $29.67

FAQ About Mokosak Advisory Group, LLC and PSK

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

How long has Mokosak Advisory Group, LLC reported owning PSK?

Mokosak Advisory Group, LLC reported PSK across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PSK position in Mokosak Advisory Group, LLC's portfolio?

The largest reported portfolio weight for PSK was 0.08% in 2025 Q1.

What is the latest reported PSK position on this page?

The most recent filing on this page is 2025 Q3, when Mokosak Advisory Group, LLC reported 7,785 shares, equal to 0.07% of portfolio, with an estimated market value of $257K.

What does the chart on this PSK ownership page compare?

The chart compares Mokosak Advisory Group, LLC's quarterly PSK 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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