Ownership history in Burt Wealth Advisors · 9 quarters on record
This page tracks every 13F SEC filing in which Burt Wealth Advisors reported a position in SPDR SER TR (SPAB). 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 285,082 | -4,092 | -1.4% | 1.81% | $7.4M | $25.34 |
| 2025 Q2 | REDUCED | 289,174 | -3,062 | -1.0% | 1.69% | $7.4M | $24.85 |
| 2025 Q1 | REDUCED | 292,236 | -15,105 | -4.9% | 1.87% | $7.5M | $24.55 |
| 2024 Q4 | REDUCED | 307,341 | -9,233 | -2.9% | 1.95% | $7.7M | $23.86 |
| 2024 Q3 | REDUCED | 316,574 | -4,863 | -1.5% | 2.04% | $8.3M | $24.64 |
| 2024 Q2 | REDUCED | 321,437 | -8,585 | -2.6% | 2.13% | $8.1M | $23.42 |
| 2024 Q1 | ADDED | 330,022 | +287 | +0.1% | 2.12% | $8.3M | $23.38 |
| 2023 Q4 | ADDED | 329,735 | +12,470 | +3.9% | 2.41% | $8.5M | $23.56 |
| 2022 Q2 | INITIATED | 317,265 | — | — | 2.91% | $8.4M | $23.05 |
As of 2025 Q4 — sorted by position size