Nikulski Financial, Inc. GII β€” SPDR INDEX SHS FDS

Ownership history in Nikulski Financial, Inc.  Β·  3 quarters on record

AI Ownership Summary

Nikulski Financial, Inc. reported SPDR INDEX SHS FDS (GII) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows GII at 0.27% 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 GII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nikulski 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 Q2

GII was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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
2025 Q4 to 2026 Q2

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 Nikulski Financial, Inc. held GII β€” position size vs. price
% of Fund (quarterly)    GII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 16,295 +2,090 +14.7% 0.27% $1.2M 2026-07-28 $76.04
2026 Q1 ADDED β€” β€” β€” 14,205 +9,961 +234.7% 0.27% $1.1M 2026-05-15 $74.09
2025 Q4 INITIATED β€” β€” β€” 4,244 β€” β€” 0.07% $296K 2026-01-15 $69.51

FAQ About Nikulski Financial, Inc. and GII

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

How long has Nikulski Financial, Inc. reported owning GII?

Nikulski Financial, Inc. reported GII across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported GII position in Nikulski Financial, Inc.'s portfolio?

The largest reported portfolio weight for GII was 0.27% in 2026 Q1.

What is the latest reported GII position on this page?

The most recent filing on this page is 2026 Q2, when Nikulski Financial, Inc. reported 16,295 shares, equal to 0.27% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GII ownership page compare?

The chart compares Nikulski Financial, Inc.'s quarterly GII 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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