SPLG — SPDR SER TR

Ownership history in Etesian Wealth Advisors, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in SPDR SER TR (SPLG). 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
1.89% (2025 Q4)
Avg. % of fund
1.09%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 74,953 +11,208 +17.6% 1.89% $6.0M $80.02
2025 Q3 ADDED 63,745 +17,404 +37.6% 1.65% $5.0M $77.92
2025 Q2 ADDED 46,341 +16,190 +53.7% 1.26% $3.4M $72.08
2025 Q1 ADDED 30,151 +11,623 +62.7% 0.85% $2.0M $65.01
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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