SPAB — SPDR SER TR

Ownership history in Activest Wealth Management  ·  15 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in SPDR SER TR (SPAB). 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
0.04% (2021 Q3)
Avg. % of fund
0.02%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 915 — 0% 0.00% $24K $25.34
2025 Q2 UNCHANGED 915 — 0% 0.01% $23K $24.85
2025 Q1 UNCHANGED 915 — 0% 0.01% $23K $24.55
2024 Q4 UNCHANGED 915 — 0% 0.01% $23K $23.86
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPAB price (monthly, adj. close)

Other funds also holding SPAB

As of 2025 Q4 — sorted by position size

TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.21% Trinity Wealth Management, LLC 3Y 12.0% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57% Copley Financial Group, Inc. 7.42% RATIONAL ADVISORS, INC. 3Y 7Y 7.35% Weitzel Financial Services, Inc. 3Y 6.92%
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