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Wela Strategies, Inc.: SPTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wela Strategies, Inc. on SPTI, newest first. How the timeline and the estimate are built.

Wela Strategies, Inc. held 1,023,954 SPTI shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,023,954 shares
    Change vs previous 13F +24,895 shares

    11.22% of the 13F portfolio, value $29,592,265.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 999,059 shares
    Change vs previous 13F +3,715 shares

    11.34% of the 13F portfolio, value $28,742,932.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 995,344 shares
    Change vs previous 13F +25,007 shares

    12.01% of the 13F portfolio, value $28,446,937.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 970,337 shares
    Change vs previous 13F +38,509 shares

    11.66% of the 13F portfolio, value $27,052,970.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 931,828 shares
    Change vs previous 13F +80,469 shares

    11.81% of the 13F portfolio, value $27,078,911.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 851,359 shares
    Change vs previous 13F -10,752 shares

    11.11% of the 13F portfolio, value $23,855,074.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 862,111 shares
    Change vs previous 13F +62,648 shares

    11.48% of the 13F portfolio, value $24,294,285.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 799,463 shares
    Change vs previous 13F not available

    12.26% of the 13F portfolio, value $22,832,672.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).