Stelac Advisory Services LLC QQQ POWERSHARES QQQ TRUST

Ownership history in Stelac Advisory Services LLC  ·  32 quarters on record

AI Ownership Summary

Stelac Advisory Services LLC reported POWERSHARES QQQ TRUST (QQQ) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.64% in 2025 Q4. The latest visible filing shows QQQ at 0.64% 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 QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stelac Advisory Services LLC's position in POWERSHARES QQQ 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
2025 Q4

QQQ was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 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 Q4

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 Stelac Advisory Services LLC held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,937 -82 -2.7% 0.64% $1.8M 2026-02-14 (Est.) $601.16
2025 Q3 UNCHANGED 3,019 0% 0.63% $1.8M 2025-11-13 $606.85
2025 Q2 UNCHANGED 3,019 0% 0.63% $1.7M 2025-08-12 $577.90
2025 Q1 ADDED 3,019 +191 +6.8% 0.58% $1.4M 2025-05-14 $516.18
2024 Q4 UNCHANGED 2,828 0% 0.56% $1.4M 2025-02-10 $525.92
2024 Q3 ADDED 2,828 +1,328 +88.5% 0.56% $1.4M 2024-11-05 $488.32
2024 Q2 REDUCED 10.5% +2.0% 1,500 -176 -10.5% 0.30% $719K 2024-07-29 $459.59
2024 Q1 REDUCED 19.9% +8.7% 1,676 -417 -19.9% 0.35% $745K 2024-05-14 $441.09
2023 Q4 ADDED 2,093 +417 +24.9% 0.46% $857K 2024-02-08 $427.52
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stelac Advisory Services LLC and QQQ

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

How long has Stelac Advisory Services LLC reported owning QQQ?

Stelac Advisory Services LLC reported QQQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QQQ position in Stelac Advisory Services LLC's portfolio?

The largest reported portfolio weight for QQQ was 0.64% in 2025 Q4.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2025 Q4, when Stelac Advisory Services LLC reported 2,937 shares, equal to 0.64% of portfolio, with an estimated market value of $1.8M.

What does the chart on this QQQ ownership page compare?

The chart compares Stelac Advisory Services LLC's quarterly QQQ 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 Stelac Advisory Services LLC time their QQQ position?

Based on 13F filing dates vs. subsequent QQQ price moves, Stelac Advisory Services LLC correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on QQQ relative to SPY over the holding period was +3.9%.

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