SPMD SPDR SER TR

Ownership history in Addison Capital Co  ·  8 quarters on record

This page tracks every 13F SEC filing in which Addison Capital Co reported a position in SPDR SER TR (SPMD). 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
1.33% (2025 Q4)
Avg. % of fund
0.71%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,253 +32,931 +55.5% 1.33% $5.3M $57.91
2025 Q3 ADDED 59,322 +14,489 +32.3% 1.00% $3.4M $56.98
2025 Q2 ADDED 44,833 +5,355 +13.6% 0.85% $2.4M $54.00
2025 Q1 ADDED 39,478 +10,815 +37.7% 0.79% $2.0M $50.62
2024 Q4 ADDED 28,663 +6,141 +27.3% 0.62% $1.6M $53.90
2024 Q3 ADDED 22,522 +5,200 +30.0% 0.50% $1.2M $53.69
2024 Q2 ADDED 17,322 +9,000 +108.1% 0.39% $889K $50.19
2024 Q1 INITIATED 8,322 0.22% $444K
% of Fund (quarterly)    SPMD price (monthly, adj. close)
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