SPMB — SPDR SER TR

Ownership history in EHRLICH FINANCIAL GROUP  ·  5 quarters on record

This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP reported a position in SPDR SER TR (SPMB). 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
1.9% (2025 Q1)
Avg. % of fund
1.76%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 127,656 +1,840 +1.5% 1.63% $2.9M $22.28
2025 Q3 ADDED 125,816 +4,930 +4.1% 1.68% $2.8M $21.96
2025 Q2 ADDED 120,886 +2,404 +2.0% 1.73% $2.7M $21.42
2025 Q1 REDUCED 118,482 -2,006 -1.7% 1.90% $2.6M $21.18
2024 Q4 INITIATED 120,488 — — 1.85% $2.6M $20.57
% of Fund (quarterly)    SPMB price (monthly, adj. close)

Other funds also holding SPMB

As of 2025 Q4 — sorted by position size

Compton Financial Group, LLC 3Y 10.65% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 9.19% Financial Engines Advisors L.L.C. 3Y 7Y 8.02% 93 Financial Group, LLC 7.38% FINANCIAL LIFE ADVISORS 3Y 7Y 6.59% Tidemark, LLC 3.4% HORIZON FINANCIAL SERVICES, LLC 3Y 2.17% ALTFEST L J & CO INC 3Y 7Y 2.09% Chesapeake Wealth Management 3Y 7Y 2.04% Seed Wealth Management, Inc. 3Y 1.9%
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