Trust Co of the South SPLG — SPDR PORTFOLIO LARGE CAP ETF

Ownership history in Trust Co of the South  ·  11 quarters on record

AI Ownership Summary

Trust Co of the South reported SPDR PORTFOLIO LARGE CAP ETF (SPLG) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows SPLG at 0.08% 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 SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Co of the South's position in SPDR PORTFOLIO LARGE CAP ETF, 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 Q2

SPLG was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 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 Trust Co of the South held SPLG — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 6,079 — 0% 0.08% $534K 2026-07-01 $99.12
2026 Q1 UNCHANGED — — — 6,079 — 0% 0.07% $465K 2026-04-06 $98.30
2025 Q4 UNCHANGED — — — 6,079 — 0% 0.08% $488K 2026-01-05 $97.42
2025 Q3 UNCHANGED — — — 6,079 — 0% 0.08% $476K 2025-10-02 $96.45
2025 Q2 UNCHANGED — — — 6,079 — 0% 0.08% $442K 2025-07-03 $95.45
2025 Q1 UNCHANGED — — — 6,079 — 0% 0.08% $400K 2025-04-01 $94.42
2024 Q4 UNCHANGED — — — 6,079 — 0% 0.09% $419K 2025-01-02 $93.44
2024 Q3 UNCHANGED — — — 6,079 — 0% 0.09% $410K 2024-10-02 $38.42
2024 Q2 UNCHANGED — — — 6,079 — 0% 0.09% $389K 2024-07-02 $44.82
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Trust Co of the South and SPLG

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

How long has Trust Co of the South reported owning SPLG?

Trust Co of the South reported SPLG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SPLG position in Trust Co of the South's portfolio?

The largest reported portfolio weight for SPLG was 0.09% in 2024 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when Trust Co of the South reported 6,079 shares, equal to 0.08% of portfolio, with an estimated market value of $534K.

What does the chart on this SPLG ownership page compare?

The chart compares Trust Co of the South's quarterly SPLG 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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