SPAB β€” SPDR SERIES TRUST

Ownership history in Core Wealth Partners LLC  Β·  3 quarters on record

AI Ownership Summary

Core Wealth Partners LLC reported SPDR SERIES TRUST (SPAB) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q4. The latest visible filing shows SPAB at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Core Wealth Partners LLC's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPAB was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Core Wealth Partners LLC held SPAB β€” position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 97,644 +10,569 +12.1% 1.13% $2.5M 2026-02-14 (Est.) $25.97
2025 Q3 ADDED 87,075 +9,883 +12.8% 1.03% $2.3M 2025-11-04 $25.51
2025 Q2 INITIATED 77,192 β€” β€” 1.00% $2.0M 2025-08-11 $24.96

FAQ About Core Wealth Partners LLC and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Core Wealth Partners LLC reported owning SPAB?

Core Wealth Partners LLC reported SPAB across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SPAB position in Core Wealth Partners LLC's portfolio?

The largest reported portfolio weight for SPAB was 1.13% in 2025 Q4.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2025 Q4, when Core Wealth Partners LLC reported 97,644 shares, equal to 1.13% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SPAB ownership page compare?

The chart compares Core Wealth Partners LLC's quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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