POTOMAC FUND MANAGEMENT INC /ADV SPLG β€” SPDR SER TR

Ownership history in POTOMAC FUND MANAGEMENT INC /ADV  Β·  3 quarters on record

AI Ownership Summary

POTOMAC FUND MANAGEMENT INC /ADV reported SPDR SER TR (SPLG) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 3.41% in 2024 Q4. The latest visible filing shows SPLG at 0.13% 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
2025 Q3

SPLG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.41% in 2024 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 Q3

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 POTOMAC FUND MANAGEMENT INC /ADV 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 37,732 +14,802 +64.6% 0.13% $3.0M 2025-11-12 $79.95
2025 Q2 REDUCED 58.4% +7.7% ❌ 22,930 -32,247 -58.4% 1.28% $1.7M 2025-08-14 $75.24
2024 Q4 INITIATED β€” β€” β€” 55,177 β€” β€” 3.41% $3.8M 2025-02-12 $69.94

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 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for SPLG was 3.41% in 2024 Q4.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2025 Q3, when POTOMAC FUND MANAGEMENT INC /ADV reported 37,732 shares, equal to 0.13% of portfolio, with an estimated market value of $3.0M.

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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