SPTL β€” SPDR SER TR

Ownership history in HHM Wealth Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

HHM Wealth Advisors, LLC reported SPDR SER TR (SPTL) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows SPTL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HHM Wealth Advisors, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPTL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HHM Wealth Advisors, LLC held SPTL β€” position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 237 +222 +1480.0% 0.00% $6K 2025-10-29 $26.84
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPTL

As of 2026 Q1 β€” sorted by position size

Hickory Point Bank & Trust 0.01% Global Wealth Strategies & Associates 3Y 0.0%

FAQ About HHM Wealth Advisors, LLC and SPTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has HHM Wealth Advisors, LLC reported owning SPTL?

HHM Wealth Advisors, LLC reported SPTL across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported SPTL position in HHM Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SPTL was 0.00% in 2025 Q3.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2025 Q3, when HHM Wealth Advisors, LLC reported 237 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this SPTL ownership page compare?

The chart compares HHM Wealth Advisors, LLC's quarterly SPTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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