SPMD SPDR PORTFOLIO

Ownership history in PSI Advisors, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which PSI Advisors, LLC reported a position in SPDR PORTFOLIO (SPMD). 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
7.36% (2020 Q2)
Avg. % of fund
2.78%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 185,953 -11,292 -5.7% 2.70% $10.8M $57.91
2025 Q3 ADDED 197,245 +3,688 +1.9% 2.91% $11.3M $56.98
2025 Q2 ADDED 193,557 +1,638 +0.9% 5.17% $10.5M $54.00
2025 Q1 ADDED 191,919 +6,848 +3.7% 3.20% $9.8M $50.62
2024 Q4 ADDED 185,071 +3,824 +2.1% 3.00% $10.1M $53.90
2024 Q3 ADDED 181,247 +3,215 +1.8% 2.90% $9.9M $53.69
2024 Q2 ADDED 178,032 +15,388 +9.5% 2.89% $9.1M $50.19
2024 Q1 REDUCED 162,644 -15,247 -8.6% 3.13% $8.7M $51.97
2023 Q4 ADDED 177,891 +34,570 +24.1% 3.24% $8.7M $47.32
2023 Q3 ADDED 143,321 +19,396 +15.7% 2.72% $6.3M $42.36
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPMD price (monthly, adj. close)
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