PSK β€” SPDR SER TR

Ownership history in Shilanski & Associates, Inc.  Β·  11 quarters on record

AI Ownership Summary

Shilanski & Associates, Inc. reported SPDR SER TR (PSK) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.51% in 2023 Q4. The latest visible filing shows PSK at 1.33% 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 PSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shilanski & Associates, Inc.'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 Q2

PSK was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% 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 2025 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.

How Shilanski & Associates, Inc. held PSK β€” position size vs. price
% of Fund (quarterly)    PSK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 146,118 +6,228 +4.5% 1.33% $4.6M 2025-08-01 $31.04
2025 Q1 ADDED 139,890 +8,529 +6.5% 1.41% $4.5M 2025-04-25 $30.05
2024 Q4 ADDED 131,361 +5,220 +4.1% 1.39% $4.3M 2025-01-21 $31.21
2024 Q3 REDUCED 126,141 -2,999 -2.3% 1.46% $4.5M 2024-11-12 $31.68
2024 Q2 ADDED 129,140 +4,827 +3.9% 1.47% $4.4M 2024-07-18 $30.66
2024 Q1 ADDED 124,313 +5,839 +4.9% 1.49% $4.3M 2024-04-11 $29.84
2023 Q4 ADDED 118,474 +11,307 +10.6% 1.51% $4.0M 2024-01-10 $29.43
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PSK

As of 2026 Q1 β€” sorted by position size

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FAQ About Shilanski & Associates, Inc. and PSK

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

How long has Shilanski & Associates, Inc. reported owning PSK?

Shilanski & Associates, Inc. reported PSK across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported PSK position in Shilanski & Associates, Inc.'s portfolio?

The largest reported portfolio weight for PSK was 1.51% in 2023 Q4.

What is the latest reported PSK position on this page?

The most recent filing on this page is 2025 Q2, when Shilanski & Associates, Inc. reported 146,118 shares, equal to 1.33% of portfolio, with an estimated market value of $4.6M.

What does the chart on this PSK ownership page compare?

The chart compares Shilanski & Associates, Inc.'s quarterly PSK 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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