Laurel Wealth Planning LLC SHE — SPDR SER TR

Ownership history in Laurel Wealth Planning LLC  ·  22 quarters on record

AI Ownership Summary

Laurel Wealth Planning LLC reported SPDR SER TR (SHE) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2024 Q4. The latest visible filing shows SHE at 0.28% 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 SHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Laurel Wealth Planning LLC'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

SHE was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% 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
2023 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.

SHE stock page Laurel Wealth Planning LLC fund profile Laurel Wealth Planning LLC full holdings
How Laurel Wealth Planning LLC held SHE — position size vs. price
% of Fund (quarterly)    SHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,221 -490 -10.4% 0.28% $539K 2026-04-23 $139.54
2025 Q4 UNCHANGED — — — 4,711 — 0% 0.34% $622K 2026-01-23 $135.63
2025 Q3 REDUCED 12.3% +4.8% ❌ 4,711 -660 -12.3% 0.32% $600K 2025-10-20 $129.06
2025 Q2 ADDED — — — 5,371 +119 +2.3% 0.38% $670K 2025-08-08 $121.80
2025 Q1 REDUCED — — — 5,252 -214 -3.9% 0.40% $599K 2025-04-24 $110.48
2024 Q4 ADDED — — — 5,466 +153 +2.9% 0.41% $633K 2025-02-03 $118.31
2024 Q3 REDUCED — — — 5,313 -3 -0.1% 0.39% $604K 2024-10-28 $113.75
2024 Q2 ADDED — — — 5,316 +181 +3.5% 0.40% $578K 2024-07-25 $105.58
2024 Q1 REDUCED — — — 5,135 -206 -3.9% 0.36% $544K 2024-04-22 $98.59
2023 Q4 REDUCED 22.8% +11.6% ❌ 5,341 -1,579 -22.8% 0.36% $507K 2024-02-09 $98.67
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHE

As of 2026 Q1 — sorted by position size

First Affirmative Financial Network 3Y 5.59% Rock Creek Group LLC 3Y 7Y 1.81% South Shore Capital Advisors 3Y 0.37% ALBION FINANCIAL GROUP /UT 3Y 7Y 0.37% Winter & Associates, Inc. 0.36% Fingerlakes Wealth Management, Inc. 3Y 0.33% Clifford Group, LLC 3Y 0.22% Mendel Capital Management LLC 3Y 0.21% CWC Advisors, LLC. 3Y 7Y 0.2% Sincerus Advisory, LLC 0.17%

FAQ About Laurel Wealth Planning LLC and SHE

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

How long has Laurel Wealth Planning LLC reported owning SHE?

Laurel Wealth Planning LLC reported SHE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHE position in Laurel Wealth Planning LLC's portfolio?

The largest reported portfolio weight for SHE was 0.41% in 2024 Q4.

What is the latest reported SHE position on this page?

The most recent filing on this page is 2026 Q1, when Laurel Wealth Planning LLC reported 4,221 shares, equal to 0.28% of portfolio, with an estimated market value of $539K.

What does the chart on this SHE ownership page compare?

The chart compares Laurel Wealth Planning LLC's quarterly SHE 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 Laurel Wealth Planning LLC time their SHE position?

Based on 13F filing dates vs. subsequent SHE price moves, Laurel Wealth Planning LLC correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on SHE relative to SPY over the holding period was -2.5%.

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