Pitti Group Wealth Management, LLC SPLG β€” SPDR SER TR

Ownership history in Pitti Group Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Pitti Group Wealth Management, LLC reported SPDR SER TR (SPLG) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.23% in 2025 Q1. The latest visible filing shows SPLG at 2.16% 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 Pitti Group Wealth Management, LLC'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 2.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.23% 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
2025 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.

How Pitti Group Wealth Management, LLC held SPLG β€” position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 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€” 32,778 -342 -1.0% 2.16% $2.6M 2026-02-14 (Est.) $80.00
2025 Q3 REDUCED β€” β€” β€” 33,120 -503 -1.5% 2.21% $2.6M 2025-11-07 $78.50
2025 Q2 ADDED β€” β€” β€” 33,623 +567 +1.7% 2.11% $2.4M 2025-07-15 $72.56
2025 Q1 INITIATED β€” β€” β€” 33,056 β€” β€” 2.23% $2.2M 2025-04-11 $62.09

FAQ About Pitti Group Wealth Management, LLC and SPLG

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

How long has Pitti Group Wealth Management, LLC reported owning SPLG?

Pitti Group Wealth Management, LLC reported SPLG across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPLG position in Pitti Group Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPLG was 2.23% in 2025 Q1.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2025 Q4, when Pitti Group Wealth Management, LLC reported 32,778 shares, equal to 2.16% of portfolio, with an estimated market value of $2.6M.

What does the chart on this SPLG ownership page compare?

The chart compares Pitti Group Wealth Management, LLC'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.

How well did Pitti Group Wealth Management, LLC time their SPLG position?

Based on 13F filing dates vs. subsequent SPLG price moves, Pitti Group Wealth Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SPLG relative to SPY over the holding period was +0.1%.

← Back to Pitti Group Wealth Management, LLC Holdings