SPSB SPDR SER TR

Ownership history in Fortune 45 LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Fortune 45 LLC reported a position in SPDR SER TR (SPSB). 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
3.8% (2025 Q3)
Avg. % of fund
2.45%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 259,640 +12,125 +4.9% 3.75% $7.8M $29.99
2025 Q3 ADDED 247,515 +41,388 +20.1% 3.80% $7.5M $29.64
2025 Q2 ADDED 206,127 +13,994 +7.3% 3.59% $6.2M $29.21
2025 Q1 ADDED 192,133 +135,376 +238.5% 3.79% $5.8M $28.78
2024 Q2 ADDED 56,757 +3,088 +5.8% 1.29% $1.7M $27.38
2024 Q1 ADDED 53,669 +6,147 +12.9% 1.32% $1.6M $27.11
2023 Q4 REDUCED 47,522 -23,773 -33.3% 1.29% $1.4M $26.91
2023 Q3 ADDED 71,295 +50,872 +249.1% 2.09% $2.1M $26.09
2023 Q2 REDUCED 20,423 -79,588 -79.6% 0.61% $602K $25.92
2023 Q1 INITIATED 100,011 2.98% $3.0M $25.85
% of Fund (quarterly)    SPSB price (monthly, adj. close)
← Back to Fortune 45 LLC Holdings