SPSM — SPDR SER TR

Ownership history in KWB Wealth · 21 quarters on record

This page tracks every 13F SEC filing in which KWB Wealth reported a position in SPDR SER TR (SPSM). 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

3.16% (2021 Q4)

Avg. % of fund

1.66%

First filed

2020 Q4

Last filed

2025 Q4

Quarters held

21

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	603,914	+425,076	+237.7%	2.68%	$28.3M	$46.86
2025 Q3	ADDED	178,838	+2,759	+1.6%	0.84%	$7.6M	$46.09
2025 Q2	REDUCED	176,079	-56,665	-24.3%	0.87%	$7.2M	$42.22
2025 Q1	REDUCED	232,744	-19,055	-7.6%	1.26%	$10.5M	$40.22

% of Fund (quarterly) SPSM price (monthly, adj. close)

Other funds also holding SPSM

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Planning Services, Inc. 3Y 7Y 8.85% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 8.0% Taylor & Morgan Wealth Management, LLC 3Y 7.28% Compton Financial Group, LLC 3Y 6.43% MASON STREET ADVISORS, LLC 3Y 7Y 5.97% TPG Financial Advisors, LLC 3Y 7Y 4.99% Strategic Financial Planning, Inc. 3Y 4.76% Peterson Wealth Advisors, LLC 3Y 7Y 4.49% Montz Harcus Wealth Management LLC 3Y 4.49% Evernest Financial Advisors, LLC 4.31%

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