SPMB — SPDR SER TR

Ownership history in BENJAMIN EDWARDS INC  ·  13 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in SPDR SER TR (SPMB). 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
1.75% (2025 Q2)
Avg. % of fund
0.83%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,119,180 +340,043 +5.9% 1.52% $137.2M $22.28
2025 Q3 REDUCED 5,779,137 -456,315 -7.3% 1.47% $129.7M $21.96
2025 Q2 ADDED 6,235,452 +1,238,442 +24.8% 1.75% $137.8M $21.42
2025 Q1 ADDED 4,997,010 +629,073 +14.4% 1.54% $110.2M $21.18
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPMB price (monthly, adj. close)

Other funds also holding SPMB

As of 2025 Q4 — sorted by position size

Compton Financial Group, LLC 3Y 10.65% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 9.19% Financial Engines Advisors L.L.C. 3Y 7Y 8.02% 93 Financial Group, LLC 7.38% FINANCIAL LIFE ADVISORS 3Y 7Y 6.59% Tidemark, LLC 3.4% HORIZON FINANCIAL SERVICES, LLC 3Y 2.17% ALTFEST L J & CO INC 3Y 7Y 2.09% Chesapeake Wealth Management 3Y 7Y 2.04% Seed Wealth Management, Inc. 3Y 1.9%
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