Gilbert & Cook, Inc. SPLG — SPDR SER TR

Ownership history in Gilbert & Cook, Inc.  ·  6 quarters on record

AI Ownership Summary

Gilbert & Cook, Inc. reported SPDR SER TR (SPLG) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.47% in 2026 Q2. The latest visible filing shows SPLG at 0.47% 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 SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gilbert & Cook, 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 Q2

SPLG was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 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.

SPLG stock page Gilbert & Cook, Inc. fund profile Gilbert & Cook, Inc. full holdings
How Gilbert & Cook, Inc. held SPLG — position size vs. price
% of Fund (quarterly)    SPLG 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 Q2 ADDED — — — 46,324 +1,554 +3.5% 0.47% $4.1M 2026-07-28 $87.48
2026 Q1 ADDED — — — 44,770 +3,572 +8.7% 0.44% $3.4M 2026-05-05 —
2025 Q4 ADDED — — — 41,198 +2,428 +6.3% 0.42% $3.3M 2026-01-07 —
2025 Q3 ADDED — — — 38,770 +387 +1.0% 0.39% $3.0M 2025-11-12 —
2025 Q2 ADDED — — — 38,383 +3,418 +9.8% 0.38% $2.8M 2025-08-05 —
2025 Q1 INITIATED — — — 34,965 — — 0.33% $2.3M 2025-05-06 —

🏢 Other funds also holding SPLG

As of 2026 Q2 — sorted by position size

Kedalion Capital Management LLP 73.34% Brown Financial Advisory 3Y 42.28% Better Way Financial, LLC 40.55% Sterling Group Wealth Management, LLC 3Y 39.42% Macco Financial Group, Inc. 36.16% 1900 WEALTH MANAGEMENT LLC 3Y 29.58% Klaas Financial Asset Advisors, LLC 3Y 28.04% MKP Capital Management, L.L.C. 3Y 7Y 27.69% Private Wealth Group, LLC 3Y 7Y 26.82% Ridgeline Wealth Planning, LLC 26.66%

FAQ About Gilbert & Cook, Inc. and SPLG

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

How long has Gilbert & Cook, Inc. reported owning SPLG?

Gilbert & Cook, Inc. reported SPLG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SPLG position in Gilbert & Cook, Inc.'s portfolio?

The largest reported portfolio weight for SPLG was 0.47% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when Gilbert & Cook, Inc. reported 46,324 shares, equal to 0.47% of portfolio, with an estimated market value of $4.1M.

What does the chart on this SPLG ownership page compare?

The chart compares Gilbert & Cook, Inc.'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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