Ownership history in AlTi Global, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which AlTi Global, Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,985,544 | -130,506 | -4.2% | 3.71% | $172.9M | $57.91 |
| 2025 Q3 | REDUCED | 3,116,050 | -586,063 | -15.8% | 4.18% | $178.2M | $56.98 |
| 2025 Q2 | REDUCED | 3,702,113 | -1,634,852 | -30.6% | 5.05% | $201.3M | $54.00 |
| 2025 Q1 | REDUCED | 5,336,965 | -53,432 | -1.0% | 7.16% | $273.1M | $50.62 |
| 2024 Q4 | REDUCED | 5,390,397 | -193,275 | -3.5% | 7.11% | $294.8M | $53.90 |
| 2024 Q3 | REDUCED | 5,583,672 | -219,804 | -3.8% | 7.34% | $305.3M | $53.69 |
| 2024 Q2 | REDUCED | 5,803,476 | -7,728 | -0.1% | 7.99% | $297.7M | $50.19 |
| 2024 Q1 | REDUCED | 5,811,204 | -46,856 | -0.8% | 8.62% | $310.0M | $51.97 |
| 2023 Q4 | INITIATED | 5,858,060 | — | — | 8.73% | $285.4M | — |
As of 2025 Q4 — sorted by position size