Ownership history in MA Private Wealth · 10 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in SPDR SER TR (SPTL). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 665,022 | +34,108 | +5.4% | 2.94% | $17.6M | $26.30 |
| 2025 Q3 | ADDED | 630,914 | +11,712 | +1.9% | 2.86% | $17.0M | $26.41 |
| 2025 Q2 | ADDED | 619,202 | +263,200 | +73.9% | 2.94% | $16.5M | $25.78 |
| 2025 Q1 | REDUCED | 356,002 | -80,756 | -18.5% | 1.83% | $9.7M | $26.17 |
| 2024 Q4 | ADDED | 436,758 | +15,871 | +3.8% | 2.14% | $11.4M | $24.98 |
| 2024 Q3 | ADDED | 420,887 | +56,770 | +15.6% | 2.29% | $12.2M | $27.37 |
| 2024 Q2 | ADDED | 364,117 | +105,013 | +40.5% | 1.96% | $9.9M | $25.38 |
| 2024 Q1 | REDUCED | 259,104 | -90,249 | -25.8% | 1.47% | $7.2M | $25.80 |
| 2023 Q4 | ADDED | 349,353 | +269,089 | +335.3% | 2.16% | $10.1M | $26.64 |
| 2023 Q3 | INITIATED | 80,264 | — | — | 0.50% | $2.1M | — |
As of 2025 Q4 — sorted by position size