Petix & Botte Co SPLG — SPDR SER TR

Ownership history in Petix & Botte Co  ·  7 quarters on record

AI Ownership Summary

Petix & Botte Co reported SPDR SER TR (SPLG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 12.02% in 2026 Q2. The latest visible filing shows SPLG at 12.02% 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 Petix & Botte Co'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 12.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.02% 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
2024 Q4 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 Petix & Botte Co fund profile Petix & Botte Co full holdings
How Petix & Botte Co 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 679,582 +53,678 +8.6% 12.02% $59.7M 2026-08-04 $87.48
2026 Q1 ADDED — — — 625,904 +67,849 +12.2% 10.67% $47.9M 2026-04-30 —
2025 Q4 ADDED — — — 558,055 +83,873 +17.7% 10.16% $44.8M 2026-02-05 —
2025 Q3 ADDED — — — 474,182 +58,201 +14.0% 8.57% $37.1M 2025-11-21 —
2025 Q2 ADDED — — — 415,981 +53,467 +14.7% 7.42% $30.2M 2025-08-08 —
2025 Q1 ADDED — — — 362,514 +103,644 +40.0% 6.28% $23.8M 2025-05-13 —
2024 Q4 INITIATED — — — 258,870 — — 4.69% $17.8M 2025-01-21 —

🏢 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 Petix & Botte Co and SPLG

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

How long has Petix & Botte Co reported owning SPLG?

Petix & Botte Co reported SPLG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SPLG position in Petix & Botte Co's portfolio?

The largest reported portfolio weight for SPLG was 12.02% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when Petix & Botte Co reported 679,582 shares, equal to 12.02% of portfolio, with an estimated market value of $59.7M.

What does the chart on this SPLG ownership page compare?

The chart compares Petix & Botte Co'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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