SPAB — SPDR PORTFOLIO

Ownership history in KPP Advisory Services LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in SPDR PORTFOLIO (SPAB). 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
0.11% (2024 Q3)
Avg. % of fund
0.08%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,235 -5,880 -38.9% 0.04% $239K $25.34
2024 Q4 REDUCED 15,115 -2,069 -12.0% 0.09% $378K $23.86
2024 Q3 ADDED 17,184 +2,049 +13.5% 0.11% $449K $24.64
2024 Q2 ADDED 15,135 +4,822 +46.8% 0.10% $380K $23.42
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% of Fund (quarterly)    SPAB price (monthly, adj. close)

Other funds also holding SPAB

As of 2025 Q4 — sorted by position size

TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.21% Trinity Wealth Management, LLC 3Y 12.0% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57% Copley Financial Group, Inc. 7.42% RATIONAL ADVISORS, INC. 3Y 7Y 7.35% Weitzel Financial Services, Inc. 3Y 6.92%
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