PETRA FINANCIAL ADVISORS INC SEIE β€” SEI EXCHANGE TRADED FUNDS

Ownership history in PETRA FINANCIAL ADVISORS INC  Β·  5 quarters on record

AI Ownership Summary

PETRA FINANCIAL ADVISORS INC reported SEI EXCHANGE TRADED FUNDS (SEIE) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.73% in 2025 Q1. The latest visible filing shows SEIE at 0.65% 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 SEIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PETRA FINANCIAL ADVISORS INC's position in SEI EXCHANGE TRADED FUNDS, 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

SEIE was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% 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
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.

SEIE stock page PETRA FINANCIAL ADVISORS INC fund profile PETRA FINANCIAL ADVISORS INC full holdings
How PETRA FINANCIAL ADVISORS INC held SEIE β€” position size vs. price
% of Fund (quarterly)    SEIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 34,201 -32 -0.1% 0.65% $1.1M 2026-01-21 $32.76
2025 Q3 ADDED β€” β€” β€” 34,233 +331 +1.0% 0.61% $1.0M 2025-11-07 $30.34
2025 Q2 ADDED β€” β€” β€” 33,902 +103 +0.3% 0.63% $999K 2025-08-01 $28.13
2025 Q1 ADDED β€” β€” β€” 33,799 +4,833 +16.7% 0.73% $887K 2025-04-22 $25.52
2024 Q4 INITIATED β€” β€” β€” 28,966 β€” β€” 0.47% $691K 2025-02-10 $24.33

🏒 Other funds also holding SEIE

As of 2026 Q2 β€” sorted by position size

Stark Wealth Management LLC 2.75% Apella Capital, LLC 3Y 0.05%

FAQ About PETRA FINANCIAL ADVISORS INC and SEIE

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

How long has PETRA FINANCIAL ADVISORS INC reported owning SEIE?

PETRA FINANCIAL ADVISORS INC reported SEIE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SEIE position in PETRA FINANCIAL ADVISORS INC's portfolio?

The largest reported portfolio weight for SEIE was 0.73% in 2025 Q1.

What is the latest reported SEIE position on this page?

The most recent filing on this page is 2025 Q4, when PETRA FINANCIAL ADVISORS INC reported 34,201 shares, equal to 0.65% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SEIE ownership page compare?

The chart compares PETRA FINANCIAL ADVISORS INC's quarterly SEIE 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 PETRA FINANCIAL ADVISORS INC time their SEIE position?

Based on 13F filing dates vs. subsequent SEIE price moves, PETRA FINANCIAL ADVISORS INC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on SEIE relative to SPY over the holding period was +18.6%.

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