SPTM β€” SPDR SER TR

Ownership history in Priebe Wealth Holdings LLC  Β·  7 quarters on record

AI Ownership Summary

Priebe Wealth Holdings LLC reported SPDR SER TR (SPTM) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.01% in 2024 Q2. The latest visible filing shows SPTM at 1.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Priebe Wealth Holdings LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SPTM was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Priebe Wealth Holdings LLC held SPTM β€” position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 17,655 -1,245 -6.6% 1.14% $1.3M 2025-08-14 (Est.) $77.44
2025 Q1 REDUCED 18,900 -6,805 -26.5% 0.80% $1.3M 2025-04-14 $64.62
2024 Q4 REDUCED 25,705 -6,390 -19.9% 1.24% $1.8M 2025-01-16 $71.11
2024 Q3 REDUCED 32,095 -6,190 -16.2% 1.64% $2.2M 2024-10-10 $68.96
2024 Q2 ADDED 38,285 +1,035 +2.8% 2.01% $2.5M 2024-07-17 $66.62
2024 Q1 REDUCED 37,250 -480 -1.3% 1.86% $2.4M 2024-04-12 $60.93
2023 Q4 INITIATED 37,730 β€” β€” 1.81% $2.2M 2024-01-26 $58.05

FAQ About Priebe Wealth Holdings LLC and SPTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Priebe Wealth Holdings LLC reported owning SPTM?

Priebe Wealth Holdings LLC reported SPTM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SPTM position in Priebe Wealth Holdings LLC's portfolio?

The largest reported portfolio weight for SPTM was 2.01% in 2024 Q2.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2025 Q2, when Priebe Wealth Holdings LLC reported 17,655 shares, equal to 1.14% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SPTM ownership page compare?

The chart compares Priebe Wealth Holdings LLC's quarterly SPTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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