SPTM SPDR SERIES TRUST

Ownership history in DAGCO, INC.  ·  25 quarters on record

This page tracks every 13F SEC filing in which DAGCO, INC. reported a position in SPDR SERIES TRUST (SPTM). 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
1.51% (2024 Q1)
Avg. % of fund
0.87%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 57,477 -3,406 -5.6% 1.10% $4.7M $82.50
2025 Q3 ADDED 60,883 +677 +1.1% 1.23% $4.9M $80.41
2025 Q2 REDUCED 60,206 -6,569 -9.8% 1.26% $4.5M $74.45
2025 Q1 ADDED 66,775 +4,023 +6.4% 1.47% $4.5M $67.39
2024 Q4 ADDED 62,752 +13,258 +26.8% 1.48% $4.5M $70.55
2024 Q3 REDUCED 49,494 -1,203 -2.4% 1.42% $3.5M $68.96
2024 Q2 REDUCED 50,697 -1,082 -2.1% 1.49% $3.4M $65.10
2024 Q1 ADDED 51,779 +50,075 +2938.7% 1.51% $3.3M $62.72
2023 Q3 REDUCED 1,704 -48,898 -96.6% 0.22% $425K $50.95
2023 Q2 ADDED 50,602 +1,644 +3.4% 1.37% $2.8M $52.64
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)
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