Tempus Wealth Planning, LLC SPTS — SPDR SERIES TRUST

Ownership history in Tempus Wealth Planning, LLC  ·  26 quarters on record

AI Ownership Summary

Tempus Wealth Planning, LLC reported SPDR SERIES TRUST (SPTS) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.18% in 2023 Q4. The latest visible filing shows SPTS at 0.56% 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 SPTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tempus Wealth Planning, 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
2026 Q1

SPTS was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% in 2023 Q4

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 2026 Q1

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.

SPTS stock page Tempus Wealth Planning, LLC fund profile Tempus Wealth Planning, LLC full holdings
How Tempus Wealth Planning, LLC held SPTS — position size vs. price
% of Fund (quarterly)    SPTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 83,169 +751 +0.9% 0.56% $2.4M 2026-04-29 $29.02
2025 Q4 REDUCED 7.8% +0.3% ❌ 82,418 -6,993 -7.8% 0.55% $2.4M 2026-01-16 $28.90
2025 Q3 REDUCED — — — 89,411 -3,266 -3.5% 0.60% $2.6M 2025-11-06 $28.72
2025 Q2 ADDED — — — 92,677 +4,546 +5.2% 0.68% $2.7M 2025-07-17 $28.23
2025 Q1 REDUCED 7.8% +1.2% ❌ 88,131 -7,428 -7.8% 0.77% $2.6M 2025-05-06 $28.07
2024 Q4 REDUCED 8.7% +1.4% ❌ 95,559 -9,143 -8.7% 0.85% $2.8M 2025-01-24 $27.55
2024 Q3 ADDED — — — 104,702 +22,537 +27.4% 1.13% $3.1M 2024-10-22 $27.37
2024 Q2 REDUCED 21.7% +3.0% ❌ 82,165 -22,744 -21.7% 0.99% $2.4M 2024-07-25 $26.94
2024 Q1 REDUCED 38.5% +0.9% ❌ 104,909 -65,760 -38.5% 1.33% $3.0M 2024-04-19 $26.39
2023 Q4 ADDED — — — 170,669 +36,451 +27.2% 2.18% $5.0M 2024-01-24 $26.42
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPTS

As of 2026 Q1 — sorted by position size

Independence Wealth Advisors, LLC 17.92% OakTrust Wealth Advisors, LLC 13.24% DAGCO, INC. 3Y 7Y 10.97% MY Wealth Management Inc. 3Y 7.95% S. R. Schill & Associates 3Y 7Y 6.16% Private Wealth Group, LLC 3Y 7Y 5.87% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 5.21% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 5.09% HHM Wealth Advisors, LLC 3Y 7Y 4.39% Crane Advisory, LLC 3Y 4.31%

FAQ About Tempus Wealth Planning, LLC and SPTS

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

How long has Tempus Wealth Planning, LLC reported owning SPTS?

Tempus Wealth Planning, LLC reported SPTS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPTS position in Tempus Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for SPTS was 2.18% in 2023 Q4.

What is the latest reported SPTS position on this page?

The most recent filing on this page is 2026 Q1, when Tempus Wealth Planning, LLC reported 83,169 shares, equal to 0.56% of portfolio, with an estimated market value of $2.4M.

What does the chart on this SPTS ownership page compare?

The chart compares Tempus Wealth Planning, LLC's quarterly SPTS 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.

How well did Tempus Wealth Planning, LLC time their SPTS position?

Based on 13F filing dates vs. subsequent SPTS price moves, Tempus Wealth Planning, LLC correctly timed 12 out of 25 reported position changes (48%).

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