PERRYMAN FINANCIAL ADVISORY INC /AD DGT — SPDR SERIES TRUST

Ownership history in PERRYMAN FINANCIAL ADVISORY INC /AD  ·  4 quarters on record

AI Ownership Summary

PERRYMAN FINANCIAL ADVISORY INC /AD reported SPDR SERIES TRUST (DGT) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q3. The latest visible filing shows DGT at 0.11% 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 DGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PERRYMAN FINANCIAL ADVISORY INC /AD's position in SPDR SERIES TRUST, 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 Q3

DGT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q3

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 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.

DGT stock page PERRYMAN FINANCIAL ADVISORY INC /AD fund profile PERRYMAN FINANCIAL ADVISORY INC /AD full holdings
How PERRYMAN FINANCIAL ADVISORY INC /AD held DGT — position size vs. price
% of Fund (quarterly)    DGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 4,701 +395 +9.2% 0.11% $873K 2026-10-16 $188.45
2026 Q2 ADDED — — — 4,306 +459 +11.9% 0.11% $796K 2026-07-24 $184.91
2026 Q1 ADDED — — — 3,847 +860 +28.8% 0.10% $652K 2026-04-29 $175.75
2025 Q4 INITIATED — — — 2,987 — — 0.07% $498K 2026-02-13 $176.16

🏢 Other funds also holding DGT

As of 2026 Q3 — sorted by position size

FAGAN ASSOCIATES, INC. 3Y 7Y 1.6% Onyx Bridge Wealth Group LLC 3Y 0.7% MERIDIAN INVESTMENT COUNSEL INC. 3Y 7Y 0.43% ARCADIA INVESTMENT ADVISORS LLC 0.38% AdvisorNet Financial, Inc 3Y 7Y 0.09% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.02% CoreCap Advisors, LLC 3Y 0.01% Farther Finance Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Central Pacific Bank - Trust Division 0.0%

FAQ About PERRYMAN FINANCIAL ADVISORY INC /AD and DGT

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

How long has PERRYMAN FINANCIAL ADVISORY INC /AD reported owning DGT?

PERRYMAN FINANCIAL ADVISORY INC /AD reported DGT across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported DGT position in PERRYMAN FINANCIAL ADVISORY INC /AD's portfolio?

The largest reported portfolio weight for DGT was 0.11% in 2026 Q3.

What is the latest reported DGT position on this page?

The most recent filing on this page is 2026 Q3, when PERRYMAN FINANCIAL ADVISORY INC /AD reported 4,701 shares, equal to 0.11% of portfolio, with an estimated market value of $873K.

What does the chart on this DGT ownership page compare?

The chart compares PERRYMAN FINANCIAL ADVISORY INC /AD's quarterly DGT 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 PERRYMAN FINANCIAL ADVISORY INC /AD time their DGT position?

Based on 13F filing dates vs. subsequent DGT price moves, PERRYMAN FINANCIAL ADVISORY INC /AD correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DGT relative to SPY over the holding period was +2173.6%.

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