SPTM — SPDR SERIES TRUST

Ownership history in Private Advisor Group, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in SPDR SERIES TRUST (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
1.38% (2024 Q1)
Avg. % of fund
0.77%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,200,578 +354,582 +12.5% 1.24% $264.0M $82.50
2025 Q3 REDUCED 2,845,996 -33,648 -1.2% 1.13% $229.5M $80.41
2025 Q2 REDUCED 2,879,644 -141,678 -4.7% 1.16% $215.7M $74.45
2025 Q1 REDUCED 3,021,322 -7,637 -0.3% 1.24% $205.5M $67.39
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Private Advisor Group, LLC Holdings