SPLB SPDR SER TR

Ownership history in Hedeker Wealth, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Hedeker Wealth, LLC reported a position in SPDR SER TR (SPLB). 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
2.6% (2024 Q3)
Avg. % of fund
1.79%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 269,935 -2,323 -0.9% 1.28% $6.1M $22.38
2025 Q3 REDUCED 272,258 -23,810 -8.0% 1.31% $6.3M $22.53
2025 Q2 REDUCED 296,068 -1,778 -0.6% 1.56% $6.7M $21.70
2025 Q1 REDUCED 297,846 -85,325 -22.3% 1.81% $6.7M $21.41
2024 Q4 REDUCED 383,171 -22,185 -5.5% 2.12% $8.5M $20.90
2024 Q3 ADDED 405,356 +36,584 +9.9% 2.60% $9.8M $22.34
2024 Q2 ADDED 368,772 +182,544 +98.0% 2.41% $8.3M $20.59
2024 Q1 ADDED 186,228 +16,829 +9.9% 1.25% $4.3M $20.95
2023 Q4 REDUCED 169,399 -139,752 -45.2% 1.27% $4.0M $21.27
2023 Q3 ADDED 309,151 +11,363 +3.8% 2.28% $6.6M $18.67
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLB price (monthly, adj. close)
← Back to Hedeker Wealth, LLC Holdings