SPTM — SPDR SER TR PORTFOLI S&P1500

Ownership history in Roble, Belko & Company, Inc  ·  25 quarters on record

AI Ownership Summary

Roble, Belko & Company, Inc reported SPDR SER TR PORTFOLI S&P1500 (SPTM) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.73% in 2025 Q2. The latest visible filing shows SPTM at 2.12% 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 Roble, Belko & Company, Inc's position in SPDR SER TR PORTFOLI S&P1500, 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 Q1

SPTM was reported at 2.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

SPTM stock page Roble, Belko & Company, Inc fund profile Roble, Belko & Company, Inc full holdings
How Roble, Belko & Company, Inc 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 210,628 -37,275 -15.0% 2.12% $17K 2026-04-16 $85.18
2025 Q4 REDUCED 247,903 -52,118 -17.4% 2.68% $20.5M 2026-01-12 $84.02
2025 Q3 REDUCED 300,021 -42,043 -12.3% 3.28% $24.2M 2025-10-24 $81.45
2025 Q2 ADDED 342,064 +206,889 +153.1% 3.73% $25.6M 2025-08-04 $75.77
2025 Q1 ADDED 135,175 +67,805 +100.6% 1.47% $9.2M 2025-05-08 $67.86
2024 Q4 REDUCED 67,370 -2,562 -3.7% 0.76% $4.8M 2025-01-14 $69.94
2024 Q3 ADDED 69,932 +36,541 +109.4% 0.77% $4.9M 2024-10-15 $69.49
2024 Q2 REDUCED 33,391 -2,929 -8.1% 0.37% $2.2M 2024-08-08 $63.43
2024 Q1 REDUCED 36,320 -164 -0.4% 0.40% $2.3M 2024-04-11 $61.83
2023 Q4 REDUCED 36,484 -641 -1.7% 0.40% $2.1M 2024-02-01 $58.24
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTM

As of 2026 Q1 — sorted by position size

Professional Financial Advisors, LLC 3Y 24.67% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 16.11% VOISARD ASSET MANAGEMENT GROUP, INC. 14.17% Rosenberg Matthew Hamilton 3Y 13.37% Aquire Wealth Advisors, LLC 3Y 10.1% Spartan Planning & Wealth Management 3Y 8.2% Ervin Investment Management, LLC 3Y 7.67% ARS Wealth Advisors Group, LLC 3Y 6.89% Legacy Private Trust Co. 3Y 7Y 4.31% Wealthcare Advisory Partners LLC 3Y 7Y 3.98%

FAQ About Roble, Belko & Company, Inc and SPTM

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

How long has Roble, Belko & Company, Inc reported owning SPTM?

Roble, Belko & Company, Inc reported SPTM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPTM position in Roble, Belko & Company, Inc's portfolio?

The largest reported portfolio weight for SPTM was 3.73% in 2025 Q2.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2026 Q1, when Roble, Belko & Company, Inc reported 210,628 shares, equal to 2.12% of portfolio, with an estimated market value of $17K.

What does the chart on this SPTM ownership page compare?

The chart compares Roble, Belko & Company, Inc'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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