SPHY 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 (SPHY). 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
2.81% (2025 Q1)
Avg. % of fund
1.81%
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 570,915 -34,829 -5.7% 1.35% $13.5M $23.39
2025 Q3 REDUCED 605,744 -44,115 -6.8% 1.51% $14.5M $23.10
2025 Q2 REDUCED 649,859 -309,170 -32.2% 1.73% $15.5M $22.55
2025 Q1 REDUCED 959,029 -2,444 -0.3% 2.81% $22.5M $21.77
2024 Q4 ADDED 961,473 +115,998 +13.7% 2.68% $22.6M $21.54
2024 Q3 ADDED 845,475 +100,575 +13.5% 2.56% $20.3M $21.53
2024 Q2 ADDED 744,900 +128,851 +20.9% 2.33% $17.3M $20.39
2024 Q1 ADDED 616,049 +138,776 +29.1% 2.09% $14.5M $20.19
2023 Q4 ADDED 477,273 +109,924 +29.9% 1.85% $11.2M $19.85
2023 Q3 ADDED 367,349 +200,603 +120.3% 1.59% $8.2M $18.53
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPHY price (monthly, adj. close)
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