SPAB SPDR SERIES TRUST

Ownership history in TRUEFG, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TRUEFG, LLC reported a position in SPDR SERIES TRUST (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
10.78% (2020 Q1)
Avg. % of fund
8.84%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,180,299 +40,548 +3.6% 8.16% $30.4M $25.59
2025 Q3 ADDED 1,139,751 +69,220 +6.5% 8.14% $29.5M $25.34
2025 Q2 ADDED 1,070,531 +9,844 +0.9% 8.15% $27.4M $24.85
2025 Q1 ADDED 1,060,687 +26,404 +2.6% 8.91% $27.1M $24.55
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPAB price (monthly, adj. close)
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