Ownership history in Tempus Wealth Planning, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Tempus Wealth Planning, LLC reported a position in SPDR SERIES TRUST (SPTM). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 97,649 | -880 | -0.9% | 1.85% | $8.1M | $82.50 |
| 2025 Q3 | ADDED | 98,529 | +286 | +0.3% | 1.82% | $7.9M | $80.41 |
| 2025 Q2 | ADDED | 98,243 | +3,565 | +3.8% | 1.83% | $7.4M | $74.45 |
| 2025 Q1 | REDUCED | 94,678 | -2,476 | -2.5% | 1.92% | $6.4M | $67.39 |
| 2024 Q4 | ADDED | 97,154 | +6,119 | +6.7% | 2.12% | $6.9M | $70.55 |
| 2024 Q3 | ADDED | 91,035 | +308 | +0.3% | 2.34% | $6.4M | $68.96 |
| 2024 Q2 | REDUCED | 90,727 | -3,800 | -4.0% | 2.51% | $6.0M | $65.10 |
| 2024 Q1 | REDUCED | 94,527 | -2,662 | -2.7% | 2.67% | $6.1M | $62.72 |
| 2023 Q4 | REDUCED | 97,189 | -5,232 | -5.1% | 2.49% | $5.7M | $56.96 |
| 2023 Q3 | ADDED | 102,421 | +273 | +0.3% | 2.70% | $5.4M | $50.95 |
As of 2025 Q4 — sorted by position size