SPLG — SPDR SER TR

Ownership history in Stone Summit Wealth LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in SPDR SER TR (SPLG). 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
3.41% (2025 Q4)
Avg. % of fund
0.95%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 156,733 +70,978 +82.8% 3.41% $12.6M $80.02
2025 Q3 ADDED 85,755 +62,500 +268.8% 1.91% $6.7M $77.92
2025 Q2 REDUCED 23,255 -1,254 -5.1% 0.52% $1.7M $72.08
2025 Q1 REDUCED 24,509 -1,944 -7.3% 0.55% $1.6M $65.01
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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