White & Co Financial Planning Inc SPLB — SPDR SER TR

Ownership history in White & Co Financial Planning Inc  ·  6 quarters on record

AI Ownership Summary

White & Co Financial Planning Inc reported SPDR SER TR (SPLB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.15% in 2025 Q1. The latest visible filing shows SPLB at 5.80% 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 White & Co Financial Planning 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
2026 Q1

SPLB was reported at 5.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.15% in 2025 Q1

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.

SPLB stock page White & Co Financial Planning Inc fund profile White & Co Financial Planning Inc full holdings
How White & Co Financial Planning Inc held SPLB — position size vs. price
% of Fund (quarterly)    SPLB 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 ADDED — — — 371,370 +36,967 +11.1% 5.80% $8.3M 2026-05-06 $22.35
2025 Q4 REDUCED — — — 334,403 -567 -0.2% 5.65% $7.6M 2026-01-20 $22.14
2025 Q3 ADDED — — — 334,970 +13,856 +4.3% 5.83% $7.7M 2025-10-21 $22.78
2025 Q2 ADDED — — — 321,114 +3,709 +1.2% 5.74% $7.2M 2025-07-22 $21.36
2025 Q1 ADDED — — — 317,405 +7,710 +2.5% 6.15% $7.1M 2025-05-07 $20.78
2024 Q4 INITIATED — — — 309,695 — — 5.84% $6.9M 2025-01-23 $20.72

🏢 Other funds also holding SPLB

As of 2026 Q1 — sorted by position size

NYL Investors LLC 3Y 7Y 12.23% ARRIEN INVESTMENTS, INC. 4.59% Graney & King, LLC 4.51% Strategic Advocates LLC 3.78% Caitlin John, LLC 3.5% Bramshill Investments, LLC 3Y 7Y 3.41% Roan Capital Partners 3.37% Econ Financial Services Corp 3Y 7Y 2.48% Aspetuck Financial Management LLC 1.85% ROCKLAND TRUST CO 3Y 7Y 1.73%

FAQ About White & Co Financial Planning 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 White & Co Financial Planning Inc reported owning SPLB?

White & Co Financial Planning Inc reported SPLB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPLB position in White & Co Financial Planning Inc's portfolio?

The largest reported portfolio weight for SPLB was 6.15% in 2025 Q1.

What is the latest reported SPLB position on this page?

The most recent filing on this page is 2026 Q1, when White & Co Financial Planning Inc reported 371,370 shares, equal to 5.80% of portfolio, with an estimated market value of $8.3M.

What does the chart on this SPLB ownership page compare?

The chart compares White & Co Financial Planning 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 White & Co Financial Planning Inc time their SPLB position?

Based on 13F filing dates vs. subsequent SPLB price moves, White & Co Financial Planning Inc correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPLB relative to SPY over the holding period was -9.2%.

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