SPIB SPDR SER TR

Ownership history in Sharper & Granite LLC  ·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported SPDR SER TR (SPIB) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2023 Q4. The latest visible filing shows SPIB at 0.39% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite 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
2026 Q1

SPIB was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2023 Q4

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 2026 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.

How Sharper & Granite LLC held SPIB — position size vs. price
% of Fund (quarterly)    SPIB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 33,609 +1,500 +4.7% 0.39% $1.1M 2026-04-08 $33.57
2025 Q4 ADDED 32,109 +885 +2.8% 0.38% $1.1M 2026-01-27 $33.53
2025 Q3 ADDED 31,224 +560 +1.8% 0.38% $1.1M 2025-10-16 $33.29
2025 Q2 REDUCED 30,664 -5,015 -14.1% 0.39% $1.0M 2025-07-31 $32.40
2025 Q1 REDUCED 35,679 -220 -0.6% 0.49% $1.2M 2025-04-30 $31.86
2024 Q4 ADDED 35,899 +2,140 +6.3% 0.52% $1.2M 2025-01-14 $30.78
2024 Q3 REDUCED 33,759 -141 -0.4% 0.51% $1.1M 2024-10-31 $30.93
2024 Q2 ADDED 33,900 +640 +1.9% 0.53% $1.1M 2024-08-12 $30.79
2024 Q1 ADDED 33,260 +1,530 +4.8% 0.52% $1.1M 2024-04-18 $29.33
2023 Q4 ADDED 31,730 +2,955 +10.3% 0.54% $1.0M 2024-01-19 $29.56
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and SPIB

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

How long has Sharper & Granite LLC reported owning SPIB?

Sharper & Granite LLC reported SPIB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPIB position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for SPIB was 0.54% in 2023 Q4.

What is the latest reported SPIB position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 33,609 shares, equal to 0.39% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SPIB ownership page compare?

The chart compares Sharper & Granite LLC's quarterly SPIB 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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