PETRA FINANCIAL ADVISORS INC SEIQ — SEI EXCHANGE TRADED FUNDS

Ownership history in PETRA FINANCIAL ADVISORS INC  ·  10 quarters on record

AI Ownership Summary

PETRA FINANCIAL ADVISORS INC reported SEI EXCHANGE TRADED FUNDS (SEIQ) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows SEIQ at 0.41% 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 SEIQ 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

SEIQ was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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 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.

SEIQ stock page PETRA FINANCIAL ADVISORS INC fund profile PETRA FINANCIAL ADVISORS INC full holdings
How PETRA FINANCIAL ADVISORS INC held SEIQ — position size vs. price
% of Fund (quarterly)    SEIQ 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 ADDED — — — 17,909 +891 +5.2% 0.41% $697K 2026-01-21 $38.29
2025 Q3 ADDED — — — 17,018 +1,731 +11.3% 0.38% $658K 2025-11-07 $37.48
2025 Q2 REDUCED — — — 15,287 -22 -0.1% 0.36% $568K 2025-08-01 $36.40
2025 Q1 REDUCED — — — 15,309 -300 -1.9% 0.44% $535K 2025-04-22 $33.13
2024 Q4 ADDED — — — 15,609 +157 +1.0% 0.37% $545K 2025-02-10 $35.44
2024 Q3 ADDED — — — 15,452 +378 +2.5% 0.36% $539K 2024-10-28 $34.32
2024 Q2 ADDED — — — 15,074 +6,356 +72.9% 0.36% $498K 2024-07-18 $32.68
2024 Q1 UNCHANGED — — — 8,718 — 0% 0.19% $265K 2024-04-23 $30.19
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SEIQ

As of 2026 Q1 — sorted by position size

SUMMIT WEALTH GROUP LLC / CO 5.56% S&T BANK/PA 3Y 7Y 2.97% Meriwether Wealth & Planning, LLC 2.56% K2 Financial Inc. 1.8% WPG Advisers, LLC 0.45% COMPASS CAPITAL CORP /MA/ /ADV 0.29% Cassady Wealth & Retirement Planning, LLC 0.28% SEI INVESTMENTS CO 3Y 7Y 0.28% Lynx Investment Advisory 0.2% Accelerate Investment Advisors LLC 0.14%

FAQ About PETRA FINANCIAL ADVISORS INC and SEIQ

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 SEIQ?

PETRA FINANCIAL ADVISORS INC reported SEIQ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for SEIQ was 0.44% in 2025 Q1.

What is the latest reported SEIQ position on this page?

The most recent filing on this page is 2025 Q4, when PETRA FINANCIAL ADVISORS INC reported 17,909 shares, equal to 0.41% of portfolio, with an estimated market value of $697K.

What does the chart on this SEIQ ownership page compare?

The chart compares PETRA FINANCIAL ADVISORS INC's quarterly SEIQ 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 SEIQ position?

Based on 13F filing dates vs. subsequent SEIQ price moves, PETRA FINANCIAL ADVISORS INC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on SEIQ relative to SPY over the holding period was -6.4%.

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