SPSM — SPDR SER TR

Ownership history in Bison Wealth, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SPDR SER TR (SPSM). 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
1.4% (2024 Q2)
Avg. % of fund
0.6%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 191,098 -9,594 -4.8% 1.38% $8.7M $44.46
2024 Q2 UNCHANGED 200,692 — 0% 1.40% $8.6M $40.40
2024 Q1 ADDED 200,692 +200,566 +159179.4% 1.40% $8.6M $41.66
2021 Q3 UNCHANGED 126 — 0% 0.00% $5K $39.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPSM price (monthly, adj. close)

Other funds also holding SPSM

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Planning Services, Inc. 3Y 7Y 8.85% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 8.0% Taylor & Morgan Wealth Management, LLC 3Y 7.28% Compton Financial Group, LLC 3Y 6.43% MASON STREET ADVISORS, LLC 3Y 7Y 5.97% TPG Financial Advisors, LLC 3Y 7Y 4.99% Strategic Financial Planning, Inc. 3Y 4.76% Peterson Wealth Advisors, LLC 3Y 7Y 4.49% Montz Harcus Wealth Management LLC 3Y 4.49% Evernest Financial Advisors, LLC 4.31%
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