SPLG — SPDR SER TR

Ownership history in JSF Financial, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in SPDR SER TR (SPLG). 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
2.09% (2024 Q1)
Avg. % of fund
1.14%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,295 +353 +0.9% 0.67% $3.2M $80.02
2025 Q3 REDUCED 39,942 -1,581 -3.8% 0.69% $3.1M $77.92
2025 Q2 ADDED 41,523 +1,536 +3.8% 0.72% $3.0M $72.08
2025 Q1 REDUCED 39,987 -5,432 -12.0% 0.69% $2.6M $65.01
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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