SPTM — SPDR SERIES TRUST

Ownership history in Aerodigm Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Aerodigm Wealth, LLC reported a position in SPDR SERIES TRUST (SPTM). 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
3.02% (2025 Q2)
Avg. % of fund
2.74%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 81,720 -1,678 -2.0% 2.37% $6.7M $82.50
2025 Q3 REDUCED 83,398 -589 -0.7% 2.84% $6.8M $80.41
2025 Q2 INITIATED 83,987 — — 3.02% $6.3M $74.45
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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