Ownership history in Focus Financial Network, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Focus Financial Network, Inc. reported a position in SPDR SER TR (SPSM). 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 Q4 | ADDED | 746,798 | +25,512 | +3.5% | 1.22% | $35.0M | $46.86 |
| 2025 Q3 | ADDED | 721,286 | +4,663 | +0.7% | 1.19% | $33.4M | $46.09 |
| 2025 Q2 | ADDED | 716,623 | +107,110 | +17.6% | 1.21% | $30.5M | $42.22 |
| 2025 Q1 | ADDED | 609,513 | +10,595 | +1.8% | 1.02% | $24.8M | $40.22 |
| 2024 Q4 | ADDED | 598,918 | +2,580 | +0.4% | 1.07% | $26.9M | $44.16 |
| 2024 Q3 | ADDED | 596,338 | +25,664 | +4.5% | 1.11% | $27.1M | $44.46 |
| 2024 Q1 | INITIATED | 570,674 | — | — | 1.11% | $22.7M | — |
As of 2025 Q4 — sorted by position size