SPMB β€” SPDR SER TR

Ownership history in Seed Wealth Management, Inc.  Β·  9 quarters on record

AI Ownership Summary

Seed Wealth Management, Inc. reported SPDR SER TR (SPMB) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.57% in 2025 Q1. The latest visible filing shows SPMB at 1.90% 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.

What this SPMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Seed Wealth Management, Inc.'s position in SPDR SER TR, 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

SPMB was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.57% in 2025 Q1

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 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 Seed Wealth Management, Inc. held SPMB β€” position size vs. price
% of Fund (quarterly)    SPMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 123,110 -3,730 -2.9% 1.90% $2.8M 2026-02-14 (Est.) $22.68
2025 Q3 UNCHANGED 126,840 β€” 0% 1.97% $2.8M 2025-10-15 $22.13
2025 Q2 REDUCED 126,840 -16,350 -11.4% 2.09% $2.8M 2025-07-14 $21.23
2025 Q1 ADDED 143,190 +470 +0.3% 2.57% $3.2M 2025-04-18 $20.97
2024 Q4 ADDED 142,720 +7,870 +5.8% 2.48% $3.1M 2025-01-14 $20.28
2024 Q3 UNCHANGED 134,850 β€” 0% 2.43% $3.0M 2024-11-04 $20.61
2024 Q2 ADDED 134,850 +19,730 +17.1% 2.53% $2.9M 2024-07-16 $20.46
2024 Q1 ADDED 115,120 +24,190 +26.6% 2.37% $2.5M 2024-04-16 $19.45
2023 Q4 INITIATED 90,930 β€” β€” 2.01% $2.0M 2024-01-24 $19.92

FAQ About Seed Wealth Management, Inc. and SPMB

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

How long has Seed Wealth Management, Inc. reported owning SPMB?

Seed Wealth Management, Inc. reported SPMB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPMB position in Seed Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for SPMB was 2.57% in 2025 Q1.

What is the latest reported SPMB position on this page?

The most recent filing on this page is 2025 Q4, when Seed Wealth Management, Inc. reported 123,110 shares, equal to 1.90% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SPMB ownership page compare?

The chart compares Seed Wealth Management, Inc.'s quarterly SPMB 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.

← Back to Seed Wealth Management, Inc. Holdings