SPLG — SPDR SER TR

Ownership history in ACCESS FINANCIAL SERVICES, INC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. 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
0.76% (2024 Q2)
Avg. % of fund
0.72%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,079 +138 +0.6% 0.73% $2.0M $80.02
2025 Q3 ADDED 24,941 +569 +2.3% 0.71% $2.0M $77.92
2025 Q2 ADDED 24,372 +400 +1.7% 0.67% $1.8M $72.08
2025 Q1 REDUCED 23,972 -631 -2.6% 0.63% $1.6M $65.01
5 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% 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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