Caitlin John LLC Quarterly Activity: Notable Buys & Holds in Q3 2026

Investor Caitlin John LLC, as tracked by insider activity data providers like InsiderSet, made several adjustments to its portfolio holdings during the period leading up to June 30, 2026.

The investor's overall portfolio value stood at $180.4 million as of that date. The changes observed in specific positions provide insight into their strategic focus for this quarter.

Significant Purchases

Caitlin John LLC demonstrated a clear buying interest in several stocks during the period:

• SPLG (SPDR Series Trust) saw its position increase by over 128% in shares and nearly 96% in value, suggesting strong confidence.
• VEU (Vanguard Intl Equity Index Fund) was purchased significantly, with a share increase of about 95.92% and an allocation rise to 1.58%.
• SPY (State Street SPDR S&P 500 ETF Trust) experienced a substantial share increase of approximately 224.49%, boosting its allocation.
• EZU (iShares MSCI Europe ETF) also showed significant buying, with shares increasing by nearly 93.58% and value rising correspondingly.
• The position in SPDR Series Trust's SPDW (Inverse S&P 500 VIX Short-Term Note ETF) was notably increased, with shares growing by about 93.99%.

Their buying activity appears concentrated in trusts and exchange-traded funds (ETFs), particularly those tracking broad market indices or specific sectors like Technology, as seen with the purchase of positions related to NVDA.

Major Sales

In contrast, Caitlin John LLC divested from several holdings during this quarter:

• The position in SPDR Series Trust's SPY was reduced by a large margin (70.68% reduction), though it also saw significant purchase activity.
• SPSB (SPDR Series Trust) shares were cut by over 70%, indicating a major sale decision for this trust.
• SPTL (SPDR Series Trust) also faced significant reduction, with nearly 70% of its shares sold off during the period.
• The position in SPDR Series Trust's SPLY was reduced by over 56%, though this specific reduction wasn't detailed in the changed_holdings list provided, only its prior period change.
• SPLB (SPDR Series Trust) was sold down significantly, with a nearly 70% reduction in shares and value.

This pattern of selling specific SPDR Series Trust products while simultaneously buying others suggests a strategic rebalancing or sector rotation within the portfolio during this quarter.

Other Changes & Holds

Beyond these major shifts, Caitlin John LLC also made smaller adjustments:

• LZ (LegalZoom Corp) saw its position grow by 100% in shares during the period.
• The investor increased their stake in JAAA (Janus Detroit Small Cap Growth Trust) by a full 100%.
• TTD (The Trade Desk Inc) was newly added with shares purchased at the same time as JAAA and LZ.
• DV (DoubleVerify Holdings Inc) also represents a Technology holding that was newly acquired by the investor.

  Their portfolio includes positions in various sectors, with Technology and Communication Services being represented. However, detailed sector allocation data shows holdings primarily categorized as 'Unknown', which encompasses many of their ETFs like BIL, VTI, SPLG, SPDW, etc., alongside some specific stock holdings.