POTOMAC FUND MANAGEMENT INC /ADV SPLG — SPDR SER TR

Ownership history in POTOMAC FUND MANAGEMENT INC /ADV  ·  5 quarters on record

AI Ownership Summary

POTOMAC FUND MANAGEMENT INC /ADV reported SPDR SER TR (SPLG) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 3.46% in 2026 Q2. The latest visible filing shows SPLG at 3.46% 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 POTOMAC FUND MANAGEMENT INC /ADV'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
2026 Q2

SPLG was reported at 3.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2026 Q2

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 2026 Q2

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.

SPLG stock page POTOMAC FUND MANAGEMENT INC /ADV fund profile POTOMAC FUND MANAGEMENT INC /ADV full holdings
How POTOMAC FUND MANAGEMENT INC /ADV held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,565,618 +1,535,156 +5039.6% 3.46% $137.6M 2026-08-13 $87.48
2026 Q1 REDUCED — — — 30,462 -7,270 -19.3% 0.08% $2.3M 2026-05-14 —
2025 Q3 ADDED — — — 37,732 +14,802 +64.6% 0.13% $3.0M 2025-11-12 —
2025 Q2 REDUCED — — — 22,930 -32,247 -58.4% 1.28% $1.7M 2025-08-14 —
2024 Q4 INITIATED — — — 55,177 — — 3.41% $3.8M 2025-02-12 —

🏢 Other funds also holding SPLG

As of 2026 Q2 — sorted by position size

Kedalion Capital Management LLP 73.34% Brown Financial Advisory 3Y 42.28% Better Way Financial, LLC 40.55% Sterling Group Wealth Management, LLC 3Y 39.42% Main Management Fund Advisors LLC 3Y 36.76% Macco Financial Group, Inc. 36.16% 1900 WEALTH MANAGEMENT LLC 3Y 29.58% Klaas Financial Asset Advisors, LLC 3Y 28.04% MKP Capital Management, L.L.C. 3Y 7Y 27.69% Private Wealth Group, LLC 3Y 7Y 26.82%

FAQ About POTOMAC FUND MANAGEMENT INC /ADV and SPLG

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

How long has POTOMAC FUND MANAGEMENT INC /ADV reported owning SPLG?

POTOMAC FUND MANAGEMENT INC /ADV reported SPLG across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SPLG position in POTOMAC FUND MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for SPLG was 3.46% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when POTOMAC FUND MANAGEMENT INC /ADV reported 1,565,618 shares, equal to 3.46% of portfolio, with an estimated market value of $137.6M.

What does the chart on this SPLG ownership page compare?

The chart compares POTOMAC FUND MANAGEMENT INC /ADV'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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