SPTM — SPDR PORTFOLIO TOTAL STOCK MAR

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  31 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported SPDR PORTFOLIO TOTAL STOCK MAR (SPTM) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2025 Q4. The latest visible filing shows SPTM at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in SPDR PORTFOLIO TOTAL STOCK MAR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPTM was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPTM stock page LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI held SPTM — position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 65,631 +1,600 +2.5% 0.49% $5.2M 2026-05-15 (Est.) $79.77
2025 Q4 ADDED 64,031 +2,407 +3.9% 0.49% $5.3M 2026-01-12 $84.02
2025 Q3 ADDED 61,624 +1,326 +2.2% 0.48% $5.0M 2025-10-09 $80.69
2025 Q2 REDUCED 60,298 -625 -1.0% 0.47% $4.5M 2025-07-02 $74.62
2025 Q1 ADDED 60,923 +1,680 +2.8% 0.46% $4.1M 2025-04-08 $59.61
2024 Q4 REDUCED 59,243 -3,466 -5.5% 0.46% $4.2M 2025-01-10 $69.70
2024 Q3 UNCHANGED 62,709 — 0% 0.47% $4.2M 2024-10-03 $68.01
2024 Q2 REDUCED 62,709 -1,485 -2.3% 0.47% $4.2M 2024-07-16 $67.55
2024 Q1 UNCHANGED 64,194 — 0% 0.49% $4.1M 2024-04-15 $60.21
2023 Q4 REDUCED 64,194 -1,735 -2.6% 0.48% $3.8M 2024-01-12 $56.82
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTM

As of 2026 Q1 — sorted by position size

Investors Research Corp 3Y 7Y 1.99% BEACON FINANCIAL GROUP 3Y 7Y 1.04% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 0.28% Vigilare Wealth Management 3Y 0.14% Crumly & Associates Inc. 3Y 0.1% Aspen Wealth Management LLC 3Y 0.06% Global Wealth Strategies & Associates 3Y 0.01%

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and SPTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning SPTM?

LVM CAPITAL MANAGEMENT LTD/MI reported SPTM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPTM position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for SPTM was 0.49% in 2025 Q4.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 65,631 shares, equal to 0.49% of portfolio, with an estimated market value of $5.2M.

What does the chart on this SPTM ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly SPTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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