SPTM β€” SPDR SER TR

Ownership history in Treasure Coast Financial Planning  Β·  17 quarters on record

AI Ownership Summary

Treasure Coast Financial Planning reported SPDR SER TR (SPTM) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 22.58% in 2024 Q4. The latest visible filing shows SPTM at 18.34% 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 SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Treasure Coast Financial Planning's position in SPDR SER TR, 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 Q4

SPTM was reported at 18.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.58% in 2024 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 2025 Q4

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.

SPTM stock page Treasure Coast Financial Planning fund profile Treasure Coast Financial Planning full holdings
How Treasure Coast Financial Planning held SPTM β€” position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 418,567 +838 +0.2% 18.34% $34.5M 2026-02-14 (Est.) $82.71
2025 Q3 REDUCED 417,729 -36,374 -8.0% 18.79% $33.7M 2025-11-03 $82.06
2025 Q2 REDUCED 454,103 -21,558 -4.5% 19.82% $34.0M 2025-08-14 $77.44
2025 Q1 REDUCED 475,661 -4,242 -0.9% 20.05% $32.3M 2025-05-05 $67.65
2024 Q4 REDUCED 479,903 -12,467 -2.5% 22.58% $34.3M 2025-01-31 $72.30
2024 Q3 ADDED 492,370 +2,264 +0.5% 21.29% $34.5M 2024-11-13 $71.64
2024 Q2 REDUCED 490,106 -20,375 -4.0% 21.44% $32.5M 2024-07-22 $66.33
2024 Q1 REDUCED 510,481 -18,208 -3.4% 21.41% $32.7M 2024-04-26 $60.66
2023 Q4 ADDED 528,689 +130,349 +32.7% 21.55% $30.9M 2024-02-01 $58.24
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPTM

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 1.99% BEACON FINANCIAL GROUP 3Y 7Y 1.04% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.49% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 0.28% Vigilare Wealth Management 3Y 0.14% Crumly & Associates Inc. 3Y 0.1% Aspen Wealth Management LLC 3Y 0.06% Global Wealth Strategies & Associates 3Y 0.01%

FAQ About Treasure Coast Financial Planning and SPTM

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

How long has Treasure Coast Financial Planning reported owning SPTM?

Treasure Coast Financial Planning reported SPTM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPTM position in Treasure Coast Financial Planning's portfolio?

The largest reported portfolio weight for SPTM was 22.58% in 2024 Q4.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2025 Q4, when Treasure Coast Financial Planning reported 418,567 shares, equal to 18.34% of portfolio, with an estimated market value of $34.5M.

What does the chart on this SPTM ownership page compare?

The chart compares Treasure Coast Financial Planning's quarterly SPTM 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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