SPTL — SPDR SERIES TRUST

Ownership history in Destination Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in SPDR SERIES TRUST (SPTL). 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
1.61% (2025 Q2)
Avg. % of fund
1.55%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,133,147 +38,330 +1.8% 1.48% $56.5M $26.30
2025 Q3 ADDED 2,094,817 +34,009 +1.7% 1.55% $56.5M $26.41
2025 Q2 INITIATED 2,060,808 — — 1.61% $54.8M $25.78
% of Fund (quarterly)    SPTL price (monthly, adj. close)

Other funds also holding SPTL

As of 2025 Q4 — sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 10.41% Appalachian Capital Management Ltd 7.61% One Day In July LLC 3Y 7.02% MCMORGAN & CO LLC 3Y 7Y 6.41% GLOBALT Investments LLC / GA 4.9% Avos Capital Management, LLC 4.64% Municipal Employees' Retirement System of Michigan 3Y 7Y 4.61% Roberts Financial Services LLC 3Y 7Y 4.36% Advocacy Wealth Management, LLC 3Y 7Y 4.24% Voya Financial Advisors, Inc. 3Y 7Y 4.03%
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