Ritter Daniher Financial Advisory LLC / DE SPLG SPDR SERIES TRUST

Ownership history in Ritter Daniher Financial Advisory LLC / DE  ·  5 quarters on record

AI Ownership Summary

Ritter Daniher Financial Advisory LLC / DE reported SPDR SERIES TRUST (SPLG) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q2. The latest visible filing shows SPLG at 0.48% 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 Ritter Daniher Financial Advisory LLC / DE's position in SPDR SERIES TRUST, 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 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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 Q2 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.

How Ritter Daniher Financial Advisory LLC / DE 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 35,980 +18,770 +109.1% 0.48% $3.2M 2026-07-14
2026 Q1 ADDED 17,210 +14,813 +618.0% 0.22% $1.3M 2026-05-06
2025 Q4 ADDED 2,397 +643 +36.7% 0.03% $192K 2026-02-10
2025 Q3 ADDED 1,754 +1,689 +2598.5% 0.02% $137K 2025-11-03
2025 Q2 INITIATED 65 0.00% $5K 2025-08-11

FAQ About Ritter Daniher Financial Advisory LLC / DE and SPLG

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

How long has Ritter Daniher Financial Advisory LLC / DE reported owning SPLG?

Ritter Daniher Financial Advisory LLC / DE reported SPLG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SPLG position in Ritter Daniher Financial Advisory LLC / DE's portfolio?

The largest reported portfolio weight for SPLG was 0.48% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when Ritter Daniher Financial Advisory LLC / DE reported 35,980 shares, equal to 0.48% of portfolio, with an estimated market value of $3.2M.

What does the chart on this SPLG ownership page compare?

The chart compares Ritter Daniher Financial Advisory LLC / DE'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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