SPTM — SPDR SER TR

Ownership history in BCK Partners, Inc.  ·  20 quarters on record

This page tracks every 13F SEC filing in which BCK Partners, Inc. 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
0.28% (2020 Q4)
Avg. % of fund
0.24%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,242 -736 -14.8% 0.19% $350K $82.50
2025 Q3 REDUCED 4,978 -61 -1.2% 0.22% $401K $80.41
2025 Q2 REDUCED 5,039 -391 -7.2% 0.22% $377K $74.45
2025 Q1 ADDED 5,430 +298 +5.8% 0.23% $369K $67.39
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to BCK Partners, Inc. Holdings