SPLG — SPDR SERIES TRUST

Ownership history in Bison Wealth, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SPDR SERIES TRUST (SPLG). 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
2.17% (2024 Q4)
Avg. % of fund
0.6%
First filed
2019 Q4
Last filed
2024 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 142,938 +630 +0.4% 2.17% $9.9M $67.93
2024 Q3 REDUCED 142,308 -7,687 -5.1% 1.53% $9.6M $66.30
2024 Q2 UNCHANGED 149,995 — 0% 1.50% $9.2M $62.65
2024 Q1 REDUCED 149,995 -21,201 -12.4% 1.50% $9.2M $60.02
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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