SPAB SPDR SERIES TRUST

Ownership history in RATIONAL ADVISORS, INC.  ·  24 quarters on record

This page tracks every 13F SEC filing in which RATIONAL ADVISORS, INC. reported a position in SPDR SERIES TRUST (SPAB). 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
10.31% (2022 Q2)
Avg. % of fund
4.98%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,786,100 -151,203 -5.1% 7.35% $71.7M $25.59
2025 Q3 REDUCED 2,937,303 -31,333 -1.1% 7.55% $75.9M $25.34
2025 Q2 REDUCED 2,968,636 -118,154 -3.8% 7.53% $76.0M $24.85
2025 Q1 REDUCED 3,086,790 -304,234 -9.0% 7.96% $78.8M $24.55
2024 Q4 REDUCED 3,391,024 -72,236 -2.1% 8.28% $84.7M $23.86
2024 Q3 REDUCED 3,463,260 -112,764 -3.2% 8.71% $90.5M $24.64
2024 Q2 REDUCED 3,576,024 -195,260 -5.2% 8.75% $89.7M $23.42
2024 Q1 REDUCED 3,771,284 -1,024,973 -21.4% 8.84% $95.3M $23.38
2022 Q4 REDUCED 4,796,257 -351,573 -6.8% 9.99% $120.5M $22.32
2022 Q3 REDUCED 5,147,830 -289,976 -5.3% 10.13% $128.4M $21.95
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPAB price (monthly, adj. close)
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