Ownership history in First Affirmative Financial Network · 16 quarters on record
This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in SPDR SER TR (SPTS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 227,887 | +6,362 | +2.9% | 3.43% | $6.7M | $28.76 |
| 2025 Q1 | ADDED | 221,525 | +9,415 | +4.4% | 3.97% | $6.5M | $28.10 |
| 2024 Q4 | ADDED | 212,110 | +5,917 | +2.9% | 3.55% | $6.2M | $27.70 |
| 2024 Q3 | ADDED | 206,193 | +2,614 | +1.3% | 3.32% | $6.1M | $27.68 |
| 2024 Q2 | ADDED | 203,579 | +172 | +0.1% | 4.08% | $5.9M | $26.89 |
| 2024 Q1 | REDUCED | 203,407 | -1,737 | -0.8% | 4.34% | $5.9M | $26.65 |
| 2023 Q4 | REDUCED | 205,144 | -16,770 | -7.6% | 4.76% | $6.0M | $26.58 |
| 2023 Q3 | ADDED | 221,914 | +1,261 | +0.6% | 6.24% | $6.4M | $25.92 |
| 2023 Q2 | REDUCED | 220,653 | -13,742 | -5.9% | 6.34% | $6.4M | $25.74 |
| 2023 Q1 | REDUCED | 234,395 | -14,036 | -5.6% | 7.93% | $6.9M | $25.91 |
As of 2025 Q4 — sorted by position size