SPTM — SPDR SER TR

Ownership history in Legacy Advisory Services, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Legacy Advisory Services, LLC reported a position in SPDR SER TR (SPTM). 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
1.93% (2025 Q4)
Avg. % of fund
1.86%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,068 -129 -0.4% 1.93% $2.6M $82.50
2025 Q3 ADDED 31,197 +1,865 +6.4% 1.89% $2.5M $80.41
2025 Q2 REDUCED 29,332 -3,183 -9.8% 1.74% $2.2M $74.45
2025 Q1 INITIATED 32,515 — — 1.87% $2.2M $67.39
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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