SHM — SPDR SER TR

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  10 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in SPDR SER TR (SHM). 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
0.07% (2023 Q3)
Avg. % of fund
0.04%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,552 — 0% 0.02% $220K $47.58
2025 Q2 REDUCED 4,552 -31 -0.7% 0.03% $218K $46.88
2025 Q1 REDUCED 4,583 -200 -4.2% 0.03% $218K $46.36
2024 Q4 UNCHANGED 4,783 — 0% 0.03% $227K $45.96
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHM price (monthly, adj. close)

Other funds also holding SHM

As of 2025 Q4 — sorted by position size

Quent Capital, LLC 3Y 6.19% Alaska Wealth Advisors, LLC 3Y 7Y 2.48% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 2.44% PURE PORTFOLIOS HOLDINGS LLC 2.07% Ameraudi Asset Management, Inc. 3Y 1.85% Clifford Group, LLC 3Y 1.7% Precision Wealth Strategies, LLC 3Y 1.63% TruNorth Capital Management, LLC 1.55% CX Institutional 3Y 7Y 1.51% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 1.24%
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