SPSM — SPDR SER TR

Ownership history in Compton Financial Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, 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
6.55% (2025 Q1)
Avg. % of fund
6.47%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 606,332 +19,207 +3.3% 6.43% $28.4M $46.86
2025 Q3 ADDED 587,125 +14,838 +2.6% 6.55% $27.2M $46.09
2025 Q2 ADDED 572,287 +13,959 +2.5% 6.34% $24.4M $42.22
2025 Q1 INITIATED 558,328 — — 6.55% $22.8M $40.22
% 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% 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% Garrett Wealth Advisory Group, LLC 3Y 7Y 4.12%
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