SPLG — SPDR SER TR

Ownership history in 1900 WEALTH MANAGEMENT LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which 1900 WEALTH MANAGEMENT LLC reported a position in SPDR SER TR (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
30.62% (2025 Q4)
Avg. % of fund
20.11%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,951,853 +303,212 +5.4% 30.62% $477.5M $80.02
2025 Q3 ADDED 5,648,641 +330,746 +6.2% 29.99% $442.5M $77.92
2025 Q2 ADDED 5,317,895 +192,047 +3.7% 29.23% $386.6M $72.08
2025 Q1 ADDED 5,125,848 +421,721 +9.0% 28.03% $337.1M $65.01
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57% Tull Financial Group, Inc. 23.07%
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