Sterling Financial Group, Inc. SPLB β€” SPDR SER TR

Ownership history in Sterling Financial Group, Inc.  Β·  4 quarters on record

AI Ownership Summary

Sterling Financial Group, Inc. reported SPDR SER TR (SPLB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 6.74% in 2024 Q4. The latest visible filing shows SPLB at 0.07% 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 SPLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Financial Group, 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

SPLB was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.74% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

SPLB stock page Sterling Financial Group, Inc. fund profile Sterling Financial Group, Inc. full holdings
How Sterling Financial Group, Inc. held SPLB β€” position size vs. price
% of Fund (quarterly)    SPLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 98.9% +0.1% ❌ 9,207 -827,913 -98.9% 0.07% $213K 2025-11-14 (Est.) $22.11
2025 Q2 ADDED β€” β€” β€” 837,120 +12,030 +1.5% 6.34% $18.9M 2025-07-10 $21.38
2025 Q1 ADDED β€” β€” β€” 825,090 +9,785 +1.2% 6.71% $18.6M 2025-04-16 $20.71
2024 Q4 INITIATED β€” β€” β€” 815,305 β€” β€” 6.74% $18.1M 2025-01-15 $20.59

🏒 Other funds also holding SPLB

As of 2026 Q1 β€” sorted by position size

ARRIEN INVESTMENTS, INC. 4.59% Roan Capital Partners 3.37% Econ Financial Services Corp 3Y 7Y 2.48% ROCKLAND TRUST CO 3Y 7Y 1.73% NOVUS ADVISORS, LLC 1.63% Goldstone Financial Group, LLC 1.33% LANDMARK WEALTH MANAGEMENT, INC. 1.0% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.87% Aspire Private Capital, LLC 3Y 7Y 0.81% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 0.76%

FAQ About Sterling Financial Group, Inc. and SPLB

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

How long has Sterling Financial Group, Inc. reported owning SPLB?

Sterling Financial Group, Inc. reported SPLB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SPLB position in Sterling Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for SPLB was 6.74% in 2024 Q4.

What is the latest reported SPLB position on this page?

The most recent filing on this page is 2025 Q3, when Sterling Financial Group, Inc. reported 9,207 shares, equal to 0.07% of portfolio, with an estimated market value of $213K.

What does the chart on this SPLB ownership page compare?

The chart compares Sterling Financial Group, Inc.'s quarterly SPLB 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 Sterling Financial Group, Inc. time their SPLB position?

Based on 13F filing dates vs. subsequent SPLB price moves, Sterling Financial Group, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SPLB relative to SPY over the holding period was -7.3%.

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