SPTM — SPDR SER TR

Ownership history in FreeGulliver LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FreeGulliver LLC 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
3.95% (2024 Q3)
Avg. % of fund
3.34%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 96,704 +521 +0.5% 2.94% $8.0M $82.50
2025 Q3 REDUCED 96,183 -105 -0.1% 3.46% $7.8M $80.41
2025 Q2 ADDED 96,288 +776 +0.8% 3.29% $7.2M $74.45
2025 Q1 ADDED 95,512 +877 +0.9% 3.20% $6.5M $67.39
2 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% Fox Financial, Inc 20.06% 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%
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