Ownership history in Bison Wealth, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SPDR SER TR (SPMD). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 4,627 | -1,918 | -29.3% | 0.04% | $253K | $53.69 |
| 2024 Q2 | UNCHANGED | 6,545 | — | 0% | 0.06% | $349K | $50.19 |
| 2024 Q1 | REDUCED | 6,545 | -88 | -1.3% | 0.06% | $349K | $51.97 |
| 2023 Q4 | REDUCED | 6,633 | -59 | -0.9% | 0.06% | $323K | $47.32 |
| 2023 Q3 | REDUCED | 6,692 | -45 | -0.7% | 0.06% | $293K | $42.36 |
| 2023 Q2 | ADDED | 6,737 | +30 | +0.4% | 0.06% | $309K | $44.22 |
| 2023 Q1 | ADDED | 6,707 | +72 | +1.1% | 0.09% | $286K | $42.16 |
| 2022 Q4 | REDUCED | 6,635 | -18 | -0.3% | 0.10% | $301K | $40.62 |
| 2022 Q3 | REDUCED | 6,653 | -233 | -3.4% | 0.10% | $256K | $36.71 |
| 2022 Q2 | REDUCED | 6,886 | -194 | -2.7% | 0.16% | $273K | $37.61 |
As of 2025 Q4 — sorted by position size