SHUTTLEWORTH & Co SPLG SPDR SERIES TRUST

Ownership history in SHUTTLEWORTH & Co  ·  4 quarters on record

AI Ownership Summary

SHUTTLEWORTH & Co reported SPDR SERIES TRUST (SPLG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 4.09% in 2026 Q2. The latest visible filing shows SPLG at 4.09% 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 SHUTTLEWORTH & Co'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 4.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% 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 Q3 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 SHUTTLEWORTH & 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 58,247 +9,091 +18.5% 4.09% $5.1M 2026-08-05 $87.48
2026 Q1 ADDED 49,156 +1,479 +3.1% 3.40% $3.8M 2026-05-20
2025 Q4 ADDED 47,677 +15,312 +47.3% 3.50% $3.8M 2026-02-13
2025 Q3 INITIATED 32,365 2.30% $2.5M 2025-11-17

FAQ About SHUTTLEWORTH & 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 SHUTTLEWORTH & Co reported owning SPLG?

SHUTTLEWORTH & Co reported SPLG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for SPLG was 4.09% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when SHUTTLEWORTH & Co reported 58,247 shares, equal to 4.09% of portfolio, with an estimated market value of $5.1M.

What does the chart on this SPLG ownership page compare?

The chart compares SHUTTLEWORTH & 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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