SPMD — SPDR SER TR

Ownership history in FF Advisors,LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FF Advisors,LLC reported a position in SPDR SER TR (SPMD). 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
5.14% (2024 Q1)
Avg. % of fund
4.69%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 174,902 +17,748 +11.3% 4.51% $10.1M $57.91
2025 Q3 ADDED 157,154 +12,224 +8.4% 4.30% $9.0M $56.98
2025 Q2 ADDED 144,930 +1,964 +1.4% 4.09% $7.9M $54.00
2025 Q1 ADDED 142,966 +12,586 +9.7% 4.19% $7.3M $50.62
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPMD price (monthly, adj. close)

Other funds also holding SPMD

As of 2025 Q4 — sorted by position size

Marathon Strategic Advisors, LLC 13.32% MASON STREET ADVISORS, LLC 3Y 7Y 9.04% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 7.93% Atlas Private Wealth Advisors 3Y 7.45% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.8% Peterson Wealth Advisors, LLC 3Y 7Y 5.68% New Perspectives, Inc 3Y 5.68% Montz Harcus Wealth Management LLC 3Y 5.46% HHM Wealth Advisors, LLC 3Y 7Y 5.32% Alta Wealth Advisors LLC 3Y 5.31%
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