SPTL — SPDR SERIES TRUST

Ownership history in Teamwork Financial Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

Teamwork Financial Advisors, LLC reported SPDR SERIES TRUST (SPTL) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows SPTL at 0.04% 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 SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Teamwork Financial Advisors, LLC's position in SPDR SERIES TRUST, 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 Q3

SPTL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

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 Q3

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.

SPTL stock page Teamwork Financial Advisors, LLC fund profile Teamwork Financial Advisors, LLC full holdings
How Teamwork Financial Advisors, LLC held SPTL — position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,210 -3,395 -18.2% 0.04% $410K 2025-10-08 $26.46
2025 Q2 REDUCED 18,605 -1,375 -6.9% 0.06% $495K 2025-07-07 $25.28
2025 Q1 REDUCED 19,980 -3,040 -13.2% 0.07% $545K 2025-04-10 $25.08
2024 Q4 REDUCED 23,020 -19,115 -45.4% 0.08% $603K 2025-01-17 $24.89
2024 Q3 ADDED 42,135 +23,814 +130.0% 0.17% $1.2M 2024-10-16 $26.71
2024 Q1 REDUCED 18,321 -12,237 -40.0% 0.08% $512K 2024-04-19 $24.47
2023 Q4 ADDED 30,558 +22,414 +275.2% 0.15% $887K 2024-01-19 $25.49
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTL

As of 2025 Q4 — sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 10.41% Nan Shan Life Insurance Co., Ltd. 3Y 7Y 8.92% 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%

FAQ About Teamwork Financial Advisors, LLC and SPTL

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

How long has Teamwork Financial Advisors, LLC reported owning SPTL?

Teamwork Financial Advisors, LLC reported SPTL across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SPTL position in Teamwork Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for SPTL was 0.17% in 2024 Q3.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2025 Q3, when Teamwork Financial Advisors, LLC reported 15,210 shares, equal to 0.04% of portfolio, with an estimated market value of $410K.

What does the chart on this SPTL ownership page compare?

The chart compares Teamwork Financial Advisors, LLC's quarterly SPTL 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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