SPLG — SPDR SER TR

Ownership history in ETF Store, Inc. · 17 quarters on record

This page tracks every 13F SEC filing in which ETF Store, 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

2.83% (2025 Q4)

Avg. % of fund

1.08%

First filed

2021 Q4

Last filed

2025 Q4

Quarters held

17

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	34,526	+3,131	+10.0%	2.83%	$2.8M	$80.02
2025 Q3	ADDED	31,395	+5,514	+21.3%	2.61%	$2.5M	$77.92
2025 Q2	ADDED	25,881	+538	+2.1%	2.18%	$1.9M	$72.08
2025 Q1	ADDED	25,343	+3,255	+14.7%	2.04%	$1.7M	$65.01

% 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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