SPTL — SPDR SER TR

Ownership history in SOFI WEALTH, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, LLC reported a position in SPDR SER TR (SPTL). 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
2.0% (2025 Q1)
Avg. % of fund
1.51%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,415,828 +107,855 +8.2% 1.87% $37.5M $26.30
2025 Q3 ADDED 1,307,973 +249,854 +23.6% 1.90% $35.2M $26.41
2025 Q2 ADDED 1,058,119 +81,704 +8.4% 1.72% $28.1M $25.78
2025 Q1 ADDED 976,415 +950,244 +3630.9% 2.00% $26.6M $26.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTL price (monthly, adj. close)

Other funds also holding SPTL

As of 2025 Q4 — sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 10.41% Appalachian Capital Management Ltd 7.61% One Day In July LLC 3Y 7.02% MCMORGAN & CO LLC 3Y 7Y 6.41% GLOBALT Investments LLC / GA 4.9% Avos Capital Management, LLC 4.64% Municipal Employees' Retirement System of Michigan 3Y 7Y 4.61% Roberts Financial Services LLC 3Y 7Y 4.36% Advocacy Wealth Management, LLC 3Y 7Y 4.24% Voya Financial Advisors, Inc. 3Y 7Y 4.03%
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