SPSM β€” SPDR SER TR

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

AI Ownership Summary

Destiny Capital Corp/CO reported SPDR SER TR (SPSM) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.33% in 2023 Q4. The latest visible filing shows SPSM at 1.71% 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 SPSM 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

SPSM was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.33% in 2023 Q4

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 SPSM β€” position size vs. price
% of Fund (quarterly)    SPSM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 70,897 -175 -0.2% 1.71% $3.3M 2026-02-14 (Est.) $50.86
2025 Q3 REDUCED 71,072 -3,110 -4.2% 1.79% $3.3M 2025-10-31 $45.53
2025 Q2 ADDED 74,182 +82 +0.1% 1.91% $3.2M 2025-08-06 $42.65
2025 Q1 REDUCED 74,100 -18,762 -20.2% 2.06% $3.0M 2025-04-16 $36.54
2024 Q4 REDUCED 92,862 -1,480 -1.6% 2.53% $4.2M 2025-01-31 $45.30
2024 Q3 REDUCED 94,342 -3,186 -3.3% 2.61% $4.2M 2024-11-06 $47.12
2024 Q2 REDUCED 97,528 -7,370 -7.0% 2.77% $4.1M 2024-08-13 $41.67
2024 Q1 REDUCED 104,898 -8,049 -7.1% 3.15% $4.5M 2024-05-06 $40.66
2023 Q4 REDUCED 112,947 -15,876 -12.3% 3.33% $4.8M 2024-02-12 $40.41
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Destiny Capital Corp/CO and SPSM

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 SPSM?

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

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

The largest reported portfolio weight for SPSM was 3.33% in 2023 Q4.

What is the latest reported SPSM position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 70,897 shares, equal to 1.71% of portfolio, with an estimated market value of $3.3M.

What does the chart on this SPSM ownership page compare?

The chart compares Destiny Capital Corp/CO's quarterly SPSM 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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