SPTM — SPDR SER TR

Ownership history in Bensler, LLC · 13 quarters on record

This page tracks every 13F SEC filing in which Bensler, 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

1.39% (2025 Q4)

Avg. % of fund

1.13%

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	167,918	+8,363	+5.2%	1.39%	$13.9M	$82.50
2025 Q3	ADDED	159,555	+6,385	+4.2%	1.34%	$12.9M	$80.41
2025 Q2	ADDED	153,170	+6,040	+4.1%	1.28%	$11.5M	$74.45
2025 Q1	ADDED	147,130	+11,792	+8.7%	1.25%	$10.0M	$67.39

% 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%

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