SPAB — SPDR SER TR

Ownership history in Tennessee Valley Asset Management Partners  ·  17 quarters on record

This page tracks every 13F SEC filing in which Tennessee Valley Asset Management Partners reported a position in SPDR SER TR (SPAB). 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
2.95% (2022 Q4)
Avg. % of fund
1.43%
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 412,025 +37,063 +9.9% 1.38% $10.6M $25.59
2025 Q3 ADDED 374,962 +33,334 +9.8% 1.32% $9.7M $25.34
2025 Q2 ADDED 341,628 +11,282 +3.4% 2.22% $8.7M $24.85
2025 Q1 ADDED 330,346 +26,041 +8.6% 1.38% $8.4M $24.55
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPAB price (monthly, adj. close)

Other funds also holding SPAB

As of 2025 Q4 — sorted by position size

TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.21% Trinity Wealth Management, LLC 3Y 12.0% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57% Copley Financial Group, Inc. 7.42% RATIONAL ADVISORS, INC. 3Y 7Y 7.35% Weitzel Financial Services, Inc. 3Y 6.92%
← Back to Tennessee Valley Asset Management Partners Holdings