SPIB SPDR SER TR

Ownership history in Shilanski & Associates, Inc.  ·  12 quarters on record

AI Ownership Summary

Shilanski & Associates, Inc. reported SPDR SER TR (SPIB) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 3.06% in 2023 Q4. The latest visible filing shows SPIB at 2.76% 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 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 Q3

SPIB was reported at 2.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.06% 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 Q3 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 Shilanski & Associates, Inc. held SPIB — position size vs. price
% of Fund (quarterly)    SPIB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 306,815 +16,197 +5.6% 2.76% $10.4M 2025-11-14 (Est.) $33.25
2025 Q2 ADDED 290,618 +5,627 +2.0% 2.79% $9.8M 2025-08-01 $32.75
2025 Q1 ADDED 284,991 +13,018 +4.8% 2.96% $9.5M 2025-04-25 $31.88
2024 Q4 ADDED 271,973 +8,844 +3.4% 2.86% $8.9M 2025-01-21 $31.20
2024 Q3 REDUCED 263,129 -6,823 -2.5% 2.88% $8.9M 2024-11-12 $31.03
2024 Q2 ADDED 269,952 +8,777 +3.4% 2.96% $8.8M 2024-07-18 $30.50
2024 Q1 ADDED 261,175 +16,192 +6.6% 2.94% $8.5M 2024-04-11 $29.56
2023 Q4 ADDED 244,983 +18,261 +8.1% 3.06% $8.0M 2024-01-10 $29.68
2023 Q3 ADDED 226,722 +17,509 +8.4% 2.91% $7.1M 2023-11-14 $28.63
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Shilanski & Associates, Inc. and SPIB

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 SPIB?

Shilanski & Associates, Inc. reported SPIB across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

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

The largest reported portfolio weight for SPIB was 3.06% in 2023 Q4.

What is the latest reported SPIB position on this page?

The most recent filing on this page is 2025 Q3, when Shilanski & Associates, Inc. reported 306,815 shares, equal to 2.76% of portfolio, with an estimated market value of $10.4M.

What does the chart on this SPIB ownership page compare?

The chart compares Shilanski & Associates, Inc.'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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