William Mack & Associates, Inc. SPGM — SPDR INDEX SHS FDS

Ownership history in William Mack & Associates, Inc.  ·  2 quarters on record

AI Ownership Summary

William Mack & Associates, Inc. reported SPDR INDEX SHS FDS (SPGM) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q3. The latest visible filing shows SPGM at 0.22% 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 SPGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William Mack & Associates, Inc.'s position in SPDR INDEX SHS FDS, 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 Q3

SPGM was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 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.

How William Mack & Associates, Inc. held SPGM — position size vs. price
% of Fund (quarterly)    SPGM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 8,154 +3,014 +58.6% 0.22% $705K 2026-10-27 $86.49
2026 Q2 INITIATED — — — 5,140 — — 0.16% $440K 2026-07-10 $86.01

FAQ About William Mack & Associates, Inc. and SPGM

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

How long has William Mack & Associates, Inc. reported owning SPGM?

William Mack & Associates, Inc. reported SPGM across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported SPGM position in William Mack & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SPGM was 0.22% in 2026 Q3.

What is the latest reported SPGM position on this page?

The most recent filing on this page is 2026 Q3, when William Mack & Associates, Inc. reported 8,154 shares, equal to 0.22% of portfolio, with an estimated market value of $705K.

What does the chart on this SPGM ownership page compare?

The chart compares William Mack & Associates, Inc.'s quarterly SPGM 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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