SPAB — SPDR SERIES TRUST

Ownership history in Astoria Strategic Wealth, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Astoria Strategic Wealth, Inc. reported a position in SPDR SERIES TRUST (SPAB). 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
22.36% (2020 Q1)
Avg. % of fund
8.76%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 404,258 -12,531 -3.0% 2.62% $10.4M $25.59
2025 Q3 ADDED 416,789 +5,144 +1.2% 2.72% $10.8M $25.34
2025 Q2 REDUCED 411,645 -301 -0.1% 2.85% $10.5M $24.85
2025 Q1 REDUCED 411,946 -1,166 -0.3% 3.09% $10.5M $24.55
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPAB price (monthly, adj. close)

Other funds also holding SPAB

As of 2025 Q4 — sorted by position size

TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.21% Trinity Wealth Management, LLC 3Y 12.0% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57% Copley Financial Group, Inc. 7.42% RATIONAL ADVISORS, INC. 3Y 7Y 7.35% Weitzel Financial Services, Inc. 3Y 6.92%
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