Ownership history in Private Wealth Group, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Private Wealth Group, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 111,188 | +16,257 | +17.1% | 1.41% | $2.9M | $26.30 |
| 2025 Q3 | ADDED | 94,931 | +72,241 | +318.4% | 1.27% | $2.6M | $26.41 |
| 2025 Q2 | REDUCED | 22,690 | -11,753 | -34.1% | 0.32% | $603K | $25.78 |
| 2025 Q1 | REDUCED | 34,443 | -7,696 | -18.3% | 0.55% | $939K | $26.17 |
| 2024 Q4 | ADDED | 42,139 | +10,868 | +34.8% | 0.54% | $1.1M | $24.98 |
| 2024 Q3 | INITIATED | 31,271 | — | — | 0.45% | $909K | $27.37 |
As of 2025 Q4 — sorted by position size