SPAB — SPDR SER TR

Ownership history in Bensler, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Bensler, LLC reported a position in SPDR SER TR (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
3.23% (2025 Q1)
Avg. % of fund
2.53%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 786,255 -29,074 -3.6% 2.03% $20.2M $25.59
2025 Q3 REDUCED 815,329 -57,738 -6.6% 2.19% $21.1M $25.34
2025 Q2 REDUCED 873,067 -138,391 -13.7% 2.50% $22.4M $24.85
2025 Q1 REDUCED 1,011,458 -58,834 -5.5% 3.23% $25.8M $24.55
8 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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