Dakota Wealth Management SPMD — SPDR SER TR

Ownership history in Dakota Wealth Management  ·  8 quarters on record

AI Ownership Summary

Dakota Wealth Management reported SPDR SER TR (SPMD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows SPMD at 0.52% 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 SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dakota Wealth Management's position in SPDR SER TR, 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
2026 Q1

SPMD was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

SPMD stock page Dakota Wealth Management fund profile Dakota Wealth Management full holdings
How Dakota Wealth Management held SPMD — position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 402,793 +45,919 +12.9% 0.52% $23.9M 2026-05-07 $64.59
2025 Q4 REDUCED 17.2% +2.6% ❌ 356,874 -74,316 -17.2% 0.37% $20.7M 2026-01-13 $60.66
2025 Q3 ADDED — — — 431,190 +83,464 +24.0% 0.50% $24.7M 2025-11-10 $56.88
2025 Q2 ADDED — — — 347,726 +120,609 +53.1% 0.40% $18.9M 2025-07-16 $54.50
2025 Q1 ADDED — — — 227,117 +162,133 +249.5% 0.27% $11.6M 2025-05-02 $50.69
2024 Q4 ADDED — — — 64,984 +4,896 +8.1% 0.08% $3.6M 2025-01-17 $55.79
2024 Q3 ADDED — — — 60,088 +41,009 +214.9% 0.07% $3.3M 2024-10-23 $53.56
2024 Q2 INITIATED — — — 19,079 — — 0.02% $979K 2024-07-22 $52.16

🏢 Other funds also holding SPMD

As of 2026 Q1 — sorted by position size

Marathon Strategic Advisors, LLC 13.91% MASON STREET ADVISORS, LLC 3Y 7Y 9.04% Atlas Private Wealth Advisors 3Y 7.67% RETIREMENT INCOME SOLUTIONS, INC 3Y 7Y 7.26% My Portfolio Guide, LLC 6.49% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.21% Higgins & Schmidt Wealth Strategies LLC 6.02% New Perspectives, Inc 3Y 6.0% Omnitrust Wealth Management, Inc 5.87% Peterson Wealth Advisors, LLC 3Y 7Y 5.76%

FAQ About Dakota Wealth Management and SPMD

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

How long has Dakota Wealth Management reported owning SPMD?

Dakota Wealth Management reported SPMD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SPMD position in Dakota Wealth Management's portfolio?

The largest reported portfolio weight for SPMD was 0.52% in 2026 Q1.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2026 Q1, when Dakota Wealth Management reported 402,793 shares, equal to 0.52% of portfolio, with an estimated market value of $23.9M.

What does the chart on this SPMD ownership page compare?

The chart compares Dakota Wealth Management's quarterly SPMD 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.

How well did Dakota Wealth Management time their SPMD position?

Based on 13F filing dates vs. subsequent SPMD price moves, Dakota Wealth Management correctly timed 5 out of 7 reported position changes (71%).

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