SPTS SPDR SER TR

Ownership history in DAGCO, INC.  ·  8 quarters on record

This page tracks every 13F SEC filing in which DAGCO, INC. 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
10.24% (2025 Q4)
Avg. % of fund
5.64%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,513,995 +371,484 +32.5% 10.24% $44.3M $29.09
2025 Q3 ADDED 1,142,511 +297,434 +35.2% 8.42% $33.5M $28.76
2025 Q2 ADDED 845,077 +158,551 +23.1% 6.90% $24.8M $28.44
2025 Q1 ADDED 686,526 +178,617 +35.2% 6.49% $20.1M $28.10
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTS price (monthly, adj. close)
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