SPTS SPDR SER TR

Ownership history in CASTLEARK MANAGEMENT LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CASTLEARK MANAGEMENT LLC reported a position in SPDR SER TR (SPTS). 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
1.17% (2025 Q2)
Avg. % of fund
0.93%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,334,080 0% 1.15% $39.1M $29.09
2025 Q3 UNCHANGED 1,334,080 0% 1.10% $39.1M $28.76
2025 Q2 ADDED 1,334,080 +726,290 +119.5% 1.17% $39.1M $28.44
2025 Q1 UNCHANGED 607,790 0% 0.62% $17.8M $28.10
2024 Q4 INITIATED 607,790 0.61% $17.6M $27.70
% of Fund (quarterly)    SPTS price (monthly, adj. close)
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