IBND — SPDR SER TR

Ownership history in LAM GROUP, INC.  ·  11 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in SPDR SER TR (IBND). 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
6.0% (2025 Q4)
Avg. % of fund
2.36%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 326,356 +45,501 +16.2% 6.00% $10.5M $31.98
2025 Q3 ADDED 280,855 +52,665 +23.1% 5.62% $9.1M $31.86
2025 Q2 ADDED 228,190 +94,260 +70.4% 4.97% $7.4M $31.95
2025 Q1 ADDED 133,930 +102,505 +326.2% 2.91% $3.9M $28.74
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBND price (monthly, adj. close)

Other funds also holding IBND

As of 2025 Q4 — sorted by position size

Lifestyle Asset Management, Inc. 5.06% Obsido Oy 2.9% VanderPol Investments L.L.C. 2.28% LFA - Lugano Financial Advisors SA 3Y 7Y 2.08% LODESTAR PRIVATE ASSET MANAGEMENT LLC 3Y 1.81% Checchi Capital Advisers, LLC 3Y 7Y 1.16% Aspect Partners, LLC 0.89% LEUTHOLD GROUP, LLC 3Y 7Y 0.89% Hobart Private Capital, LLC 3Y 0.88% FSA WEALTH PARTNERS, INC. 3Y 7Y 0.84%
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