SPTM β€” SPDR SER TR

Ownership history in Empower Advisory Group, LLC  Β·  8 quarters on record

AI Ownership Summary

Empower Advisory Group, LLC reported SPDR SER TR (SPTM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SPTM at 0.00% 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 SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empower Advisory Group, LLC'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 Q3

SPTM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Empower Advisory Group, LLC held SPTM β€” position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,362 β€” 0% 0.00% $352K 2025-11-14 $80.69
2025 Q2 UNCHANGED 4,362 β€” 0% 0.00% $327K 2025-08-08 $76.42
2025 Q1 REDUCED 4,362 -389 -8.2% 0.00% $297K 2025-05-09 $67.79
2024 Q4 ADDED 4,751 +235 +5.2% 0.00% $339K 2025-01-31 $72.30
2024 Q3 ADDED 4,516 +799 +21.5% 0.00% $316K 2024-11-05 $69.16
2024 Q2 ADDED 3,717 +16 +0.4% 0.00% $247K 2024-07-25 $64.55
2024 Q1 REDUCED 3,701 -1,350 -26.7% 0.00% $237K 2024-05-02 $60.29
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPTM

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 1.04% Vigilare Wealth Management 3Y 0.14% Aspen Wealth Management LLC 3Y 0.06%

FAQ About Empower Advisory Group, LLC and SPTM

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

How long has Empower Advisory Group, LLC reported owning SPTM?

Empower Advisory Group, LLC reported SPTM across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SPTM position in Empower Advisory Group, LLC's portfolio?

The largest reported portfolio weight for SPTM was 0.00% in 2024 Q4.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2025 Q3, when Empower Advisory Group, LLC reported 4,362 shares, equal to 0.00% of portfolio, with an estimated market value of $352K.

What does the chart on this SPTM ownership page compare?

The chart compares Empower Advisory Group, LLC's quarterly SPTM 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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