SHM — SPDR SER TR

Ownership history in Engineers Gate Manager LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Engineers Gate Manager LP reported a position in SPDR SER TR (SHM). 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
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 30,120 +4,331 +16.8% 0.02% $1.5M $47.58
2025 Q2 ADDED 25,789 +17,925 +227.9% 0.02% $1.2M $46.88
2025 Q1 ADDED 7,864 +3,176 +67.7% 0.01% $374K $46.36
2024 Q4 INITIATED 4,688 — — 0.00% $222K $45.96
% of Fund (quarterly)    SHM price (monthly, adj. close)

Other funds also holding SHM

As of 2025 Q4 — sorted by position size

Quent Capital, LLC 3Y 6.19% Alaska Wealth Advisors, LLC 3Y 7Y 2.48% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 2.44% PURE PORTFOLIOS HOLDINGS LLC 2.07% Ameraudi Asset Management, Inc. 3Y 1.85% Clifford Group, LLC 3Y 1.7% Precision Wealth Strategies, LLC 3Y 1.63% TruNorth Capital Management, LLC 1.55% CX Institutional 3Y 7Y 1.51% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 1.24%
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