SPTM — SPDR PORTFOLIO

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 (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
9.85% (2025 Q1)
Avg. % of fund
9.32%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 203,937 +4,591 +2.3% 9.37% $16.8M $82.50
2025 Q3 ADDED 199,346 +3,823 +2.0% 9.56% $16.1M $80.41
2025 Q2 REDUCED 195,523 -4,198 -2.1% 9.26% $14.6M $74.45
2025 Q1 ADDED 199,721 +35,751 +21.8% 9.85% $13.6M $67.39
2024 Q4 INITIATED 163,970 — — 8.56% $11.7M $70.55
% 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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