SPMD β€” SPDR SER TR

Ownership history in Farrow Financial, Inc.  Β·  8 quarters on record

AI Ownership Summary

Farrow Financial, Inc. reported SPDR SER TR (SPMD) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.65% in 2025 Q1. The latest visible filing shows SPMD at 1.61% 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.

What this SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farrow Financial, Inc.'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

SPMD was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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 Farrow Financial, Inc. held SPMD β€” position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 48,572 +246 +0.5% 1.61% $2.8M 2025-11-03 $56.50
2025 Q2 ADDED 48,326 +306 +0.6% 1.59% $2.6M 2025-08-11 $54.04
2025 Q1 ADDED 48,020 +3,544 +8.0% 1.65% $2.5M 2025-05-09 $50.95
2024 Q4 ADDED 44,476 +33,314 +298.5% 1.58% $2.4M 2025-02-07 $55.22
2024 Q3 ADDED 11,162 +231 +2.1% 0.38% $610K 2024-10-24 $53.65
2024 Q2 ADDED 10,931 +1,096 +11.1% 0.38% $561K 2024-07-15 $51.99
2024 Q1 ADDED 9,835 +801 +8.9% 0.37% $525K 2024-05-02 $49.38
2023 Q4 INITIATED 9,034 β€” β€” 0.33% $440K 2024-02-08 $47.33

FAQ About Farrow Financial, Inc. and SPMD

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

How long has Farrow Financial, Inc. reported owning SPMD?

Farrow Financial, Inc. reported SPMD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SPMD position in Farrow Financial, Inc.'s portfolio?

The largest reported portfolio weight for SPMD was 1.65% in 2025 Q1.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2025 Q3, when Farrow Financial, Inc. reported 48,572 shares, equal to 1.61% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SPMD ownership page compare?

The chart compares Farrow Financial, Inc.'s quarterly SPMD 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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