SPMD SPDR SER TR

Ownership history in Destiny Capital Corp/CO  ·  12 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported SPDR SER TR (SPMD) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.04% in 2024 Q1. The latest visible filing shows SPMD at 1.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destiny Capital Corp/CO'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
2025 Q4

SPMD was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 Destiny Capital Corp/CO held SPMD — position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 49,831 -200 -0.4% 1.49% $2.9M 2026-02-14 (Est.) $62.30
2025 Q3 REDUCED 50,031 -196 -0.4% 1.56% $2.9M 2025-10-31 $56.52
2025 Q2 ADDED 50,227 +992 +2.0% 1.65% $2.7M 2025-08-06 $54.37
2025 Q1 REDUCED 49,235 -249 -0.5% 1.72% $2.5M 2025-04-16 $47.00
2024 Q4 REDUCED 49,484 -916 -1.8% 1.64% $2.7M 2025-01-31 $55.72
2024 Q3 REDUCED 50,400 -1,296 -2.5% 1.70% $2.8M 2024-11-06 $56.41
2024 Q2 REDUCED 51,696 -3,053 -5.6% 1.81% $2.7M 2024-08-13 $50.52
2024 Q1 REDUCED 54,749 -2,375 -4.2% 2.04% $2.9M 2024-05-06 $50.62
2023 Q4 REDUCED 57,124 -6,430 -10.1% 1.94% $2.8M 2024-02-12 $48.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Destiny Capital Corp/CO and SPMD

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

How long has Destiny Capital Corp/CO reported owning SPMD?

Destiny Capital Corp/CO reported SPMD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPMD position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for SPMD was 2.04% in 2024 Q1.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 49,831 shares, equal to 1.49% of portfolio, with an estimated market value of $2.9M.

What does the chart on this SPMD ownership page compare?

The chart compares Destiny Capital Corp/CO'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.

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