SPLG — SPDR SER TR

Ownership history in Tennessee Valley Asset Management Partners  ·  18 quarters on record

This page tracks every 13F SEC filing in which Tennessee Valley Asset Management Partners 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
36.29% (2025 Q2)
Avg. % of fund
18.17%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,933,836 +71,107 +3.8% 20.11% $155.1M $80.02
2025 Q3 REDUCED 1,862,729 -103,679 -5.3% 19.81% $145.9M $77.92
2025 Q2 ADDED 1,966,408 +49,562 +2.6% 36.29% $142.9M $72.08
2025 Q1 ADDED 1,916,846 +28,124 +1.5% 20.56% $126.1M $65.01
14 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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