SPTM — SPDR SER TR

Ownership history in Asset Management Resources, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Asset Management Resources, LLC reported a position in SPDR SER TR (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
19.72% (2023 Q2)
Avg. % of fund
17.55%
First filed
2022 Q1
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 546,131 — 0% 18.17% $31.9M $68.96
2023 Q4 ADDED 546,131 +1,777 +0.3% 18.17% $31.9M $56.96
2023 Q3 REDUCED 544,354 -51,841 -8.7% 17.74% $28.6M $50.95
2023 Q2 ADDED 596,195 +32,460 +5.8% 19.72% $32.5M $52.64
2023 Q1 ADDED 563,735 +147,230 +35.3% 18.11% $28.4M $48.57
2022 Q4 ADDED 416,505 +5,563 +1.4% 13.38% $19.7M $45.37
2022 Q3 REDUCED 410,942 -14,115 -3.3% 17.74% $18.1M $42.12
2022 Q2 ADDED 425,057 +21,654 +5.4% 16.78% $19.8M $44.20
2022 Q1 INITIATED 403,403 — — 18.13% $22.4M $52.61
% 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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