Nan Shan Life Insurance Co., Ltd. SPTL — SPDR SER TR

Ownership history in Nan Shan Life Insurance Co., Ltd.  ·  18 quarters on record

AI Ownership Summary

Nan Shan Life Insurance Co., Ltd. reported SPDR SER TR (SPTL) in 18 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 8.92% in 2025 Q4. The latest visible filing shows SPTL at 8.92% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nan Shan Life Insurance Co., Ltd.'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

SPTL was reported at 8.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.92% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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.

SPTL stock page Nan Shan Life Insurance Co., Ltd. fund profile Nan Shan Life Insurance Co., Ltd. full holdings
How Nan Shan Life Insurance Co., Ltd. held SPTL — position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 10,956,900 — 0% 8.92% $290.0M 2026-02-13 $26.58
2025 Q3 UNCHANGED — — — 10,956,900 — 0% 6.27% $295.3M 2025-11-14 $26.02
2025 Q2 UNCHANGED — — — 10,956,900 — 0% 6.48% $291.2M 2025-08-14 $25.20
2025 Q1 UNCHANGED — — — 10,956,900 — 0% 7.05% $298.7M 2025-05-14 $24.42
2024 Q4 UNCHANGED — — — 10,956,900 — 0% 6.89% $287.0M 2025-02-14 $25.09
2024 Q3 UNCHANGED — — — 10,956,900 — 0% 7.51% $318.5M 2024-11-14 $25.06
2024 Q2 UNCHANGED — — — 10,956,900 — 0% 7.05% $298.2M 2024-08-14 $26.67
2024 Q1 UNCHANGED — — — 10,956,900 — 0% 7.20% $306.1M 2024-05-14 $24.58
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTL

As of 2026 Q2 — sorted by position size

Impact Investors, Inc 8.38% J.E. Simmons & Co., P.C. 7.24% Appalachian Capital Management Ltd 6.7% MA Private Wealth 3Y 7Y 5.75% Targeted Financial Services LLC 4.32% FLC Capital Advisors 3Y 7Y 3.04% Town Capital LLC 3.02% Avantax Planning Partners, Inc. 3Y 7Y 2.97% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 2.84% Roan Capital Partners 2.3%

FAQ About Nan Shan Life Insurance Co., Ltd. and SPTL

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

How long has Nan Shan Life Insurance Co., Ltd. reported owning SPTL?

Nan Shan Life Insurance Co., Ltd. reported SPTL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SPTL position in Nan Shan Life Insurance Co., Ltd.'s portfolio?

The largest reported portfolio weight for SPTL was 8.92% in 2025 Q4.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2025 Q4, when Nan Shan Life Insurance Co., Ltd. reported 10,956,900 shares, equal to 8.92% of portfolio, with an estimated market value of $290.0M.

What does the chart on this SPTL ownership page compare?

The chart compares Nan Shan Life Insurance Co., Ltd.'s quarterly SPTL 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 Nan Shan Life Insurance Co., Ltd. time their SPTL position?

Based on 13F filing dates vs. subsequent SPTL price moves, Nan Shan Life Insurance Co., Ltd. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SPTL relative to SPY over the holding period was -15.6%.

← Back to Nan Shan Life Insurance Co., Ltd. Holdings