SPTM — SPDR SER TR

Ownership history in Fox Financial, Inc  ·  9 quarters on record

This page tracks every 13F SEC filing in which Fox Financial, Inc reported a position in SPDR SER TR (SPTM). 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
20.06% (2025 Q4)
Avg. % of fund
19.5%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 304,899 -3,431 -1.1% 20.06% $25.2M $82.50
2025 Q3 REDUCED 308,330 -3,330 -1.1% 19.79% $24.9M $80.41
2025 Q2 ADDED 311,660 +2,475 +0.8% 19.73% $23.3M $74.45
2025 Q1 ADDED 309,185 +2,676 +0.9% 19.79% $21.0M $67.39
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37% Syntegra Private Wealth Group, LLC 3Y 11.13%
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