SPAB β€” SPDR SER TR

Ownership history in Activest Wealth Management  Β·  15 quarters on record

AI Ownership Summary

Activest Wealth Management reported SPDR SER TR (SPAB) in 15 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows SPAB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Activest Wealth Management's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPAB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Activest Wealth Management held SPAB β€” position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 915 β€” 0% 0.00% $24K 2025-11-03 $25.47
2025 Q2 UNCHANGED 915 β€” 0% 0.01% $23K 2025-07-29 $24.83
2025 Q1 UNCHANGED 915 β€” 0% 0.01% $23K 2025-05-15 $24.36
2024 Q4 UNCHANGED 915 β€” 0% 0.01% $23K 2025-01-28 $24.02
2024 Q3 UNCHANGED 915 β€” 0% 0.01% $24K 2024-11-12 $23.93
2024 Q2 UNCHANGED 915 β€” 0% 0.01% $23K 2024-07-30 $23.83
2024 Q1 UNCHANGED 915 β€” 0% 0.01% $23K 2024-04-24 $22.85
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Activest Wealth Management and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Activest Wealth Management reported owning SPAB?

Activest Wealth Management reported SPAB across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SPAB position in Activest Wealth Management's portfolio?

The largest reported portfolio weight for SPAB was 0.01% in 2024 Q1.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2025 Q3, when Activest Wealth Management reported 915 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this SPAB ownership page compare?

The chart compares Activest Wealth Management's quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Activest Wealth Management Holdings