ROCKLAND TRUST CO QUS — SPDR SERIES TRUST

Ownership history in ROCKLAND TRUST CO  ·  4 quarters on record

AI Ownership Summary

ROCKLAND TRUST CO reported SPDR SERIES TRUST (QUS) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows QUS at 0.03% 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 QUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROCKLAND TRUST CO's position in SPDR SERIES TRUST, 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

QUS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 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.

QUS stock page ROCKLAND TRUST CO fund profile ROCKLAND TRUST CO full holdings
How ROCKLAND TRUST CO held QUS — position size vs. price
% of Fund (quarterly)    QUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,732 -55 -1.5% 0.03% $697K 2026-07-08 $187.47
2026 Q1 REDUCED — — — 3,787 -95 -2.4% 0.03% $650K 2026-04-16 $178.15
2025 Q4 REDUCED — — — 3,882 -58 -1.5% 0.03% $676K 2026-01-15 $175.99
2025 Q3 INITIATED — — — 3,940 — — 0.03% $675K 2025-11-06 $167.81

🏢 Other funds also holding QUS

As of 2026 Q2 — sorted by position size

Paul R. Ried Financial Group, LLC 6.24% Midwest Financial Network, LLC 3.25% Marotta Asset Management 3Y 2.65% Selby Wealth Management, LLC 0.57% Sharkey, Howes & Javer 3Y 7Y 0.36% Versant Capital Management, Inc 3Y 7Y 0.2% Spinnaker Investment Group, LLC 3Y 0.12% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.11% Hobart Private Capital, LLC 3Y 0.06% Dynamic Advisor Solutions LLC 3Y 7Y 0.03%

FAQ About ROCKLAND TRUST CO and QUS

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

How long has ROCKLAND TRUST CO reported owning QUS?

ROCKLAND TRUST CO reported QUS across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported QUS position in ROCKLAND TRUST CO's portfolio?

The largest reported portfolio weight for QUS was 0.03% in 2025 Q3.

What is the latest reported QUS position on this page?

The most recent filing on this page is 2026 Q2, when ROCKLAND TRUST CO reported 3,732 shares, equal to 0.03% of portfolio, with an estimated market value of $697K.

What does the chart on this QUS ownership page compare?

The chart compares ROCKLAND TRUST CO's quarterly QUS 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 ROCKLAND TRUST CO time their QUS position?

Based on 13F filing dates vs. subsequent QUS price moves, ROCKLAND TRUST CO correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on QUS relative to SPY over the holding period was -0.5%.

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