Ownership history in Private Wealth Group, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Private Wealth Group, LLC reported a position in SPDR SER TR (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 81,660 | +4,650 | +6.0% | 3.23% | $6.7M | $82.50 |
| 2025 Q3 | ADDED | 77,010 | +3,948 | +5.4% | 3.09% | $6.2M | $80.41 |
| 2025 Q2 | ADDED | 73,062 | +53,265 | +269.1% | 2.91% | $5.5M | $74.45 |
| 2025 Q1 | REDUCED | 19,797 | -572 | -2.8% | 0.79% | $1.3M | $67.39 |
| 2024 Q4 | ADDED | 20,369 | +600 | +3.0% | 0.71% | $1.5M | $70.55 |
| 2024 Q3 | ADDED | 19,769 | +206 | +1.1% | 0.69% | $1.4M | $68.96 |
| 2024 Q2 | ADDED | 19,563 | +131 | +0.7% | 0.68% | $1.3M | $65.10 |
| 2024 Q1 | ADDED | 19,432 | +9,750 | +100.7% | 0.65% | $1.2M | $62.72 |
| 2023 Q4 | INITIATED | 9,682 | — | — | 0.32% | $566K | — |
As of 2025 Q4 — sorted by position size