SPLG — SPDR SER TR

Ownership history in Advisor OS, LLC · 17 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC 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

1.82% (2024 Q3)

Avg. % of fund

1.19%

First filed

2021 Q4

Last filed

2025 Q4

Quarters held

17

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	239,641	-7,094	-2.9%	1.55%	$19.2M	$80.02
2025 Q3	ADDED	246,735	+78,873	+47.0%	1.67%	$19.3M	$77.92
2025 Q2	ADDED	167,862	+29,035	+20.9%	1.20%	$12.2M	$72.08
2025 Q1	REDUCED	138,827	-3,615	-2.5%	1.04%	$9.1M	$65.01

% 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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