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.
| 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 |
| 2024 Q4 | ADDED | 24,603 | +357 | +1.5% | 0.76% | $1.7M | $67.93 |
| 2024 Q3 | REDUCED | 24,246 | -1,897 | -7.3% | 0.75% | $1.6M | $66.30 |
| 2024 Q2 | REDUCED | 26,143 | -47 | -0.2% | 0.76% | $1.7M | $62.65 |
| 2024 Q1 | ADDED | 26,190 | +480 | +1.9% | 0.72% | $1.6M | $60.02 |
| 2023 Q4 | INITIATED | 25,710 | — | — | 0.74% | $1.4M | — |
As of 2025 Q4 — sorted by position size