SPTL — SPDR SER TR

Ownership history in O'Brien Wealth Partners LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which O'Brien Wealth Partners LLC 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.

Peak position
6.7% (2023 Q3)
Avg. % of fund
4.67%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 928,154 -15,665 -1.7% 3.25% $24.6M $26.30
2025 Q3 ADDED 943,819 +25,873 +2.8% 3.45% $25.4M $26.41
2025 Q2 REDUCED 917,946 -9,789 -1.1% 3.83% $24.4M $25.78
2025 Q1 ADDED 927,735 +10,604 +1.2% 4.71% $25.3M $26.17
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTL price (monthly, adj. close)

Other funds also holding SPTL

As of 2025 Q4 — sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 10.41% Appalachian Capital Management Ltd 7.61% One Day In July LLC 3Y 7.02% MCMORGAN & CO LLC 3Y 7Y 6.41% GLOBALT Investments LLC / GA 4.9% Avos Capital Management, LLC 4.64% Municipal Employees' Retirement System of Michigan 3Y 7Y 4.61% Roberts Financial Services LLC 3Y 7Y 4.36% Advocacy Wealth Management, LLC 3Y 7Y 4.24% Voya Financial Advisors, Inc. 3Y 7Y 4.03%
← Back to O'Brien Wealth Partners LLC Holdings