SPTM SPDR SER TR

Ownership history in Balefire, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Balefire, 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
16.85% (2022 Q3)
Avg. % of fund
6.72%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 221,071 -9,271 -4.0% 3.55% $18.2M $82.25
2025 Q3 REDUCED 230,342 -7,108 -3.0% 3.71% $18.6M $80.17
2025 Q2 REDUCED 237,450 -59,757 -20.1% 3.87% $17.8M $74.23
2025 Q1 REDUCED 297,207 -4,852 -1.6% 6.93% $20.2M $67.19
2024 Q4 REDUCED 302,059 -42,595 -12.4% 7.36% $21.5M $70.34
2024 Q3 REDUCED 344,654 -64,199 -15.7% 8.15% $24.1M $68.76
2024 Q2 REDUCED 408,853 -7,351 -1.8% 9.64% $27.1M $64.91
2024 Q1 REDUCED 416,204 -79,407 -16.0% 9.63% $26.7M $62.53
2023 Q4 ADDED 495,611 +11,965 +2.5% 10.69% $29.0M $56.79
2023 Q2 ADDED 483,646 +1,585 +0.3% 10.77% $26.3M $52.48
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)
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