SPLG — SPDR SER TR

Ownership history in Paladin Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Paladin Wealth, LLC reported a position in SPDR SER TR (SPLG). 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
8.47% (2024 Q4)
Avg. % of fund
6.92%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 143,654 +24,619 +20.7% 7.87% $11.5M $80.02
2025 Q3 ADDED 119,035 +10,166 +9.3% 6.76% $9.3M $77.92
2025 Q2 ADDED 108,869 +5,165 +5.0% 6.15% $7.9M $72.08
2025 Q1 REDUCED 103,704 -38,429 -27.0% 6.13% $6.8M $65.01
2024 Q4 ADDED 142,133 +38,469 +37.1% 8.47% $9.8M $67.93
2024 Q3 INITIATED 103,664 — — 6.11% $7.0M $66.30
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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