Schechter Investment Advisors, LLC SPKL — SPARK I ACQUISITION CORP ORD SHS

Ownership history in Schechter Investment Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Schechter Investment Advisors, LLC reported SPARK I ACQUISITION CORP ORD SHS (SPKL) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.53% in 2024 Q2. The latest visible filing shows SPKL at 0.52% 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 SPKL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schechter Investment Advisors, LLC's position in SPARK I ACQUISITION CORP ORD SHS, 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 Q1

SPKL was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q1

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.

SPKL stock page Schechter Investment Advisors, LLC fund profile Schechter Investment Advisors, LLC full holdings
How Schechter Investment Advisors, LLC held SPKL — position size vs. price
% of Fund (quarterly)    SPKL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED — — — 583,214 -28,935 -4.7% 0.52% $6.3M 2025-05-15 (Est.) $10.90
2024 Q4 REDUCED 8.6% +1.5% ❌ 612,149 -57,650 -8.6% 0.50% $6.5M 2025-02-06 $10.68
2024 Q3 REDUCED — — — 669,799 -14,312 -2.1% 0.52% $7.0M 2024-11-12 $10.57
2024 Q2 ADDED — — — 684,111 +12,835 +1.9% 0.53% $7.1M 2024-08-12 $10.44
2024 Q1 ADDED — — — 671,276 +443,161 +194.3% 0.52% $6.9M 2024-05-06 $10.30
2023 Q4 INITIATED — — — 228,115 — — 0.20% $2.3M 2024-01-17 $10.20

🏢 Other funds also holding SPKL

As of 2026 Q1 — sorted by position size

PERISCOPE CAPITAL INC. 3Y 7Y 0.16% Rangeley Capital, LLC 0.12% AQR Arbitrage LLC 3Y 7Y 0.12% MIZUHO SECURITIES USA LLC 0.12% Logan Stone Capital, LLC 3Y 0.1% O'Connor Alternative Investments LLC 0.06% BERKLEY W R CORP 3Y 7Y 0.06% Radcliffe Capital Management, L.P. 3Y 7Y 0.03% MOORE CAPITAL MANAGEMENT, LP 3Y 7Y 0.02% GLAZER CAPITAL, LLC 3Y 7Y 0.01%

FAQ About Schechter Investment Advisors, LLC and SPKL

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

How long has Schechter Investment Advisors, LLC reported owning SPKL?

Schechter Investment Advisors, LLC reported SPKL across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported SPKL position in Schechter Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for SPKL was 0.53% in 2024 Q2.

What is the latest reported SPKL position on this page?

The most recent filing on this page is 2025 Q1, when Schechter Investment Advisors, LLC reported 583,214 shares, equal to 0.52% of portfolio, with an estimated market value of $6.3M.

What does the chart on this SPKL ownership page compare?

The chart compares Schechter Investment Advisors, LLC's quarterly SPKL 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 Schechter Investment Advisors, LLC time their SPKL position?

Based on 13F filing dates vs. subsequent SPKL price moves, Schechter Investment Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPKL relative to SPY over the holding period was -12.2%.

← Back to Schechter Investment Advisors, LLC Holdings