SPLB SPDR SER TR

Ownership history in Caitlin John, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Caitlin John, LLC reported a position in SPDR SER TR (SPLB). 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
4.49% (2025 Q1)
Avg. % of fund
2.21%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 190,077 +118,289 +164.8% 2.81% $4.3M $22.38
2025 Q3 REDUCED 71,788 -3,940 -5.2% 1.15% $1.7M $22.53
2025 Q2 REDUCED 75,728 -127,201 -62.7% 1.56% $1.7M $21.70
2025 Q1 ADDED 202,929 +76,538 +60.6% 4.49% $4.6M $21.41
2024 Q4 REDUCED 126,391 -17,561 -12.2% 1.86% $2.8M $20.90
2024 Q3 ADDED 143,952 +62,646 +77.0% 2.05% $3.3M $22.34
2023 Q4 INITIATED 81,306 1.58% $1.9M
% of Fund (quarterly)    SPLB price (monthly, adj. close)
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