SPTM β€” SPDR PORTFOLIO S P 1500 CMPST ETF IV

Ownership history in Rinkey Investments  Β·  17 quarters on record

AI Ownership Summary

Rinkey Investments reported SPDR PORTFOLIO S P 1500 CMPST ETF IV (SPTM) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 15.27% in 2023 Q3. The latest visible filing shows SPTM at 7.71% 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 Rinkey Investments's position in SPDR PORTFOLIO S P 1500 CMPST ETF IV, 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
2025 Q4

SPTM was reported at 7.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.27% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Rinkey Investments held SPTM β€” position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 368,202 -6,269 -1.7% 7.71% $30.4M 2026-02-14 (Est.) $82.71
2025 Q3 REDUCED 374,471 -3,566 -0.9% 8.01% $30.2M 2025-11-14 $80.69
2025 Q2 REDUCED 378,037 -5,614 -1.5% 8.51% $28.3M 2025-08-13 $77.51
2025 Q1 REDUCED 383,651 -9,179 -2.3% 8.27% $26.1M 2025-05-15 $70.88
2024 Q4 REDUCED 392,830 -1,614 -0.4% 8.98% $28.1M 2025-02-14 $73.10
2024 Q3 REDUCED 394,444 -245,714 -38.4% 8.94% $27.6M 2024-11-13 $71.64
2024 Q2 ADDED 640,158 +12,203 +1.9% 15.26% $42.5M 2024-07-31 $65.98
2024 Q1 REDUCED 627,955 -5,148 -0.8% 14.68% $40.3M 2024-05-02 $60.29
2023 Q4 REDUCED 633,103 -2,003 -0.3% 14.57% $37.0M 2024-02-12 $59.65
2023 Q3 ADDED 635,106 +42,820 +7.2% 15.27% $33.3M 2023-11-09 $51.35
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Rinkey Investments and SPTM

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

How long has Rinkey Investments reported owning SPTM?

Rinkey Investments reported SPTM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPTM position in Rinkey Investments's portfolio?

The largest reported portfolio weight for SPTM was 15.27% in 2023 Q3.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2025 Q4, when Rinkey Investments reported 368,202 shares, equal to 7.71% of portfolio, with an estimated market value of $30.4M.

What does the chart on this SPTM ownership page compare?

The chart compares Rinkey Investments'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.

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