Ownership history in MPWM ADVISORY SOLUTIONS, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in SPDR PORTFOLIO (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 | 240,539 | +1,646 | +0.7% | 3.55% | $6.4M | $26.30 |
| 2025 Q3 | REDUCED | 238,893 | -7,381 | -3.0% | 3.83% | $6.4M | $26.41 |
| 2025 Q2 | REDUCED | 246,274 | -17,000 | -6.5% | 4.14% | $6.5M | $25.78 |
| 2025 Q1 | ADDED | 263,274 | +28,412 | +12.1% | 5.21% | $7.2M | $26.17 |
| 2024 Q4 | INITIATED | 234,862 | — | — | 4.50% | $6.2M | $24.98 |
As of 2025 Q4 — sorted by position size