Wealth Management Nebraska SPSB — SPDR SER TR

Ownership history in Wealth Management Nebraska  ·  6 quarters on record

AI Ownership Summary

Wealth Management Nebraska reported SPDR SER TR (SPSB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows SPSB at 0.26% 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 SPSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Management Nebraska'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
2026 Q1

SPSB was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% 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 2026 Q1

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.

SPSB stock page Wealth Management Nebraska fund profile Wealth Management Nebraska full holdings
How Wealth Management Nebraska held SPSB — position size vs. price
% of Fund (quarterly)    SPSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 84,535 -377 -0.4% 0.26% $2.5M 2026-05-15 $29.95
2025 Q4 ADDED — — — 84,912 +3,759 +4.6% 0.29% $2.6M 2026-01-28 $29.86
2025 Q3 ADDED — — — 81,153 +2,982 +3.8% 0.29% $2.5M 2025-11-03 $29.51
2025 Q2 REDUCED — — — 78,171 -1,886 -2.4% 0.32% $2.4M 2025-07-23 $29.04
2025 Q1 REDUCED — — — 80,057 -502 -0.6% 0.37% $2.4M 2025-05-15 $28.70
2024 Q4 INITIATED — — — 80,559 — — 0.39% $2.4M 2025-02-03 $28.24

🏢 Other funds also holding SPSB

As of 2026 Q1 — sorted by position size

Woodside Wealth Management LLC 11.87% SoundView Advisors Inc. 10.02% Walker Financial Services, Inc. 9.76% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 9.52% HORIZON FINANCIAL SERVICES, LLC 3Y 8.43% Flagstone Financial Management 3Y 6.81% Cooke Wealth Management, LLC 6.8% SWMG, LLC 3Y 6.09% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 5.9% Concord Asset Management, LLC/VA 5.47%

FAQ About Wealth Management Nebraska and SPSB

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

How long has Wealth Management Nebraska reported owning SPSB?

Wealth Management Nebraska reported SPSB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPSB position in Wealth Management Nebraska's portfolio?

The largest reported portfolio weight for SPSB was 0.39% in 2024 Q4.

What is the latest reported SPSB position on this page?

The most recent filing on this page is 2026 Q1, when Wealth Management Nebraska reported 84,535 shares, equal to 0.26% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SPSB ownership page compare?

The chart compares Wealth Management Nebraska's quarterly SPSB 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 Wealth Management Nebraska time their SPSB position?

Based on 13F filing dates vs. subsequent SPSB price moves, Wealth Management Nebraska correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPSB relative to SPY over the holding period was +9.5%.

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