SPMD — SPDR SERIES TRUST

Ownership history in AF Advisors, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which AF Advisors, Inc. reported a position in SPDR SERIES TRUST (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
2.97% (2025 Q3)
Avg. % of fund
2.73%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 128,000 — 0% 2.82% $7.4M $57.91
2025 Q3 UNCHANGED 128,000 — 0% 2.97% $7.3M $56.98
2025 Q2 INITIATED 128,000 — — 2.40% $7.0M $54.00
% of Fund (quarterly)    SPMD price (monthly, adj. close)

Other funds also holding SPMD

As of 2025 Q4 — sorted by position size

Marathon Strategic Advisors, LLC 13.32% MASON STREET ADVISORS, LLC 3Y 7Y 9.04% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 7.93% Atlas Private Wealth Advisors 3Y 7.45% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.8% Peterson Wealth Advisors, LLC 3Y 7Y 5.68% New Perspectives, Inc 3Y 5.68% Montz Harcus Wealth Management LLC 3Y 5.46% HHM Wealth Advisors, LLC 3Y 7Y 5.32% Alta Wealth Advisors LLC 3Y 5.31%
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