SPLG — SPDR SERIES TRUST

Ownership history in Executive Wealth Management, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in SPDR SERIES TRUST (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
9.59% (2019 Q4)
Avg. % of fund
3.63%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 425,367 +8,319 +2.0% 2.30% $29.3M $67.93
2024 Q3 REDUCED 417,048 -13,251 -3.1% 3.58% $28.2M $66.30
2024 Q2 ADDED 430,299 +16,522 +4.0% 5.05% $27.5M $62.65
2024 Q1 REDUCED 413,777 -165,391 -28.6% 2.23% $25.4M $60.02
21 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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