SPLG β€” SPDR SER TR

Ownership history in Petix & Botte Co  Β·  5 quarters on record

AI Ownership Summary

Petix & Botte Co reported SPDR SER TR (SPLG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 10.16% in 2025 Q4. The latest visible filing shows SPLG at 10.16% 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 Petix & Botte Co'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 10.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.16% 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 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 Petix & Botte Co held SPLG β€” position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 558,055 +83,873 +17.7% 10.16% $44.8M 2026-02-14 (Est.) $80.00
2025 Q3 ADDED 474,182 +58,201 +14.0% 8.57% $37.1M 2025-11-21 $77.11
2025 Q2 ADDED 415,981 +53,467 +14.7% 7.42% $30.2M 2025-08-08 $74.33
2025 Q1 ADDED 362,514 +103,644 +40.0% 6.28% $23.8M 2025-05-13 $68.24
2024 Q4 INITIATED 258,870 β€” β€” 4.69% $17.8M 2025-01-21 $69.90

FAQ About Petix & Botte Co and SPLG

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

How long has Petix & Botte Co reported owning SPLG?

Petix & Botte Co reported SPLG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SPLG position in Petix & Botte Co's portfolio?

The largest reported portfolio weight for SPLG was 10.16% in 2025 Q4.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2025 Q4, when Petix & Botte Co reported 558,055 shares, equal to 10.16% of portfolio, with an estimated market value of $44.8M.

What does the chart on this SPLG ownership page compare?

The chart compares Petix & Botte Co'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.

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