SPLG — SPDR SER TR

Ownership history in BOKF, NA  ·  8 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in SPDR SER TR (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
0.01% (2021 Q3)
Avg. % of fund
0.0%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,240 -1,098 -47.0% 0.00% $97K $77.92
2025 Q2 ADDED 2,338 +1,240 +112.9% 0.00% $170K $72.08
2025 Q1 REDUCED 1,098 -3,774 -77.5% 0.00% $72K $65.01
2021 Q4 REDUCED 4,872 -5,448 -52.8% 0.00% $272K $52.56
2021 Q3 ADDED 10,320 +5,725 +124.6% 0.01% $521K $47.33
2021 Q1 REDUCED 4,595 -651 -12.4% 0.00% $214K $43.44
2020 Q4 REDUCED 5,246 -476 -8.3% 0.00% $231K $40.81
2020 Q3 INITIATED 5,722 — — 0.00% $225K $36.38
% 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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