SPSB — SPDR SER TR

Ownership history in Key Client Fiduciary Advisors, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, LLC reported a position in SPDR SER TR (SPSB). 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
0.18% (2022 Q4)
Avg. % of fund
0.12%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,740 — 0% 0.07% $204K $29.64
2025 Q2 REDUCED 6,740 -855 -11.3% 0.08% $203K $29.21
2025 Q1 UNCHANGED 7,595 — 0% 0.10% $229K $28.78
2024 Q4 UNCHANGED 7,595 — 0% 0.10% $227K $28.33
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPSB price (monthly, adj. close)

Other funds also holding SPSB

As of 2025 Q4 — sorted by position size

Woodside Wealth Management LLC 10.81% SoundView Advisors Inc. 10.75% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 10.71% Walker Financial Services, Inc. 10.4% HORIZON FINANCIAL SERVICES, LLC 3Y 7.56% Flagstone Financial Management 3Y 6.6% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 5.9% SWMG, LLC 3Y 5.67% Concord Asset Management, LLC/VA 5.4% Rodgers & Associates, LTD 3Y 5.05%
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