SPTI — SPDR SER TR

Ownership history in LIBRA WEALTH LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in SPDR SER TR (SPTI). 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
2.63% (2022 Q2)
Avg. % of fund
1.44%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 104,269 — 0% 0.84% $3.0M $28.66
2025 Q3 REDUCED 104,269 -1,076 -1.0% 0.90% $3.0M $28.37
2025 Q2 REDUCED 105,345 -3,036 -2.8% 0.99% $3.0M $27.97
2025 Q1 REDUCED 108,381 -1,965 -1.8% 1.16% $3.1M $27.52
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTI price (monthly, adj. close)

Other funds also holding SPTI

As of 2025 Q4 — sorted by position size

EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 15.03% Compton Financial Group, LLC 3Y 14.78% Municipal Employees' Retirement System of Michigan 3Y 7Y 12.15% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 12.12% One Day In July LLC 3Y 11.53% S. R. Schill & Associates 3Y 7Y 10.24% VOISARD ASSET MANAGEMENT GROUP, INC. 9.34% Strategic Wealth Investment Group, LLC 3Y 7.79% Appalachian Capital Management Ltd 7.46% Richard Bernstein Advisors LLC 3Y 7Y 6.73%
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