RDA Financial Network SPTM SPDR SERIES TRUST

Ownership history in RDA Financial Network  ·  30 quarters on record

AI Ownership Summary

RDA Financial Network reported SPDR SERIES TRUST (SPTM) in 30 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q1. The latest visible filing shows SPTM at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RDA Financial Network's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPTM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RDA Financial Network held SPTM — position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 5,854 -120 -2.0% 0.12% $531K 2026-07-06 $91.24
2026 Q1 REDUCED 5,974 -100 -1.6% 0.12% $472K 2026-04-08 $81.98
2025 Q4 REDUCED 6,074 -32 -0.5% 0.12% $501K 2026-01-06 $83.37
2025 Q3 REDUCED 6,106 -10 -0.2% 0.12% $492K 2025-10-08 $80.75
2025 Q2 REDUCED 6,116 -10 -0.2% 0.12% $458K 2025-07-07 $74.43
2025 Q1 UNCHANGED 6,126 0% 0.12% $417K 2025-04-14 $64.45
2024 Q4 REDUCED 6,126 -98 -1.6% 0.13% $438K 2025-01-15 $71.04
2024 Q3 UNCHANGED 6,224 0% 0.14% $436K 2024-10-15 $69.30
2024 Q2 UNCHANGED 6,224 0% 0.14% $413K 2024-07-10 $66.62
2024 Q1 UNCHANGED 6,224 0% 0.14% $399K 2024-04-11 $61.66
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RDA Financial Network and SPTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has RDA Financial Network reported owning SPTM?

RDA Financial Network reported SPTM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPTM position in RDA Financial Network's portfolio?

The largest reported portfolio weight for SPTM was 0.14% in 2024 Q1.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2026 Q2, when RDA Financial Network reported 5,854 shares, equal to 0.12% of portfolio, with an estimated market value of $531K.

What does the chart on this SPTM ownership page compare?

The chart compares RDA Financial Network's quarterly SPTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RDA Financial Network time their SPTM position?

Based on 13F filing dates vs. subsequent SPTM price moves, RDA Financial Network correctly timed 8 out of 21 reported position changes (38%). The annualised alpha on SPTM relative to SPY over the holding period was +49.8%.

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