SEC 13F Intelligence

Ota Financial Group L.P. / TFI

Ota Financial Group L.P.’s Spdr Series Trust Position

Does Ota Financial Group L.P. own Spdr Series Trust (TFI)? Not currently — the last reported position was 43.9K shares worth $2M in Q2 2020; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$2M
Q2 2020
Shares
43.9K
% of Portfolio
+2.57%
Quarters Held
2
position exited

Position History TFI

Reported value by quarter
Q1 ’20: $709,000Q1 ’20Q2 ’20: $2MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202043.9K$2M+2.57%
Q1 202014.2K$709,000+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of TFI.