SPTM SPDR SER TR

Ownership history in DORVAL Corp  ·  9 quarters on record

This page tracks every 13F SEC filing in which DORVAL Corp reported a position in SPDR SER TR (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
8.86% (2024 Q1)
Avg. % of fund
8.43%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 318,319 +7,399 +2.4% 8.38% $26.3M $82.50
2025 Q3 ADDED 310,920 +9,090 +3.0% 8.30% $25.1M $80.41
2025 Q2 ADDED 301,830 +10,489 +3.6% 8.09% $22.6M $74.45
2025 Q1 ADDED 291,341 +1,179 +0.4% 8.47% $21.0M $67.39
2024 Q4 ADDED 290,162 +6,074 +2.1% 8.24% $20.7M $70.55
2024 Q3 REDUCED 284,088 -25,004 -8.1% 8.04% $19.6M $68.96
2024 Q2 ADDED 309,092 +1,966 +0.6% 8.79% $19.9M $65.10
2024 Q1 REDUCED 307,126 -2,943 -0.9% 8.86% $19.1M $62.72
2023 Q4 INITIATED 310,069 8.67% $18.1M
% of Fund (quarterly)    SPTM price (monthly, adj. close)
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