SPLG — SPDR SER TR

Ownership history in Abound Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which Abound Wealth Management 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
1.4% (2025 Q4)
Avg. % of fund
1.02%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 74,262 +10,390 +16.3% 1.40% $6.0M $80.02
2025 Q3 ADDED 63,872 +9,857 +18.2% 1.25% $5.0M $77.92
2025 Q2 REDUCED 54,015 -1,885 -3.4% 1.11% $3.9M $72.08
2025 Q1 ADDED 55,900 +28,130 +101.3% 1.23% $3.7M $65.01
2024 Q4 ADDED 27,770 +3,456 +14.2% 0.61% $1.9M $67.93
2024 Q3 INITIATED 24,314 — — 0.55% $1.6M $66.30
% 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% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% 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%
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