SPSB 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 (SPSB). 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
3.47% (2022 Q2)
Avg. % of fund
2.84%
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 301,143 +4,162 +1.4% 2.44% $9.1M $29.99
2025 Q3 ADDED 296,981 +12,823 +4.5% 2.49% $9.0M $29.64
2025 Q2 ADDED 284,158 +5,941 +2.1% 2.55% $8.6M $29.21
2025 Q1 ADDED 278,217 +6,964 +2.6% 2.76% $8.4M $28.78
2024 Q4 ADDED 271,253 +4,396 +1.6% 2.64% $8.1M $28.33
2024 Q3 ADDED 266,857 +23,581 +9.7% 2.64% $8.1M $28.27
2024 Q2 ADDED 243,276 +2,229 +0.9% 2.61% $7.2M $27.38
2024 Q1 ADDED 241,047 +17,098 +7.6% 2.63% $7.2M $27.11
2023 Q4 ADDED 223,949 +3,465 +1.6% 2.64% $6.7M $26.91
2023 Q3 ADDED 220,484 +3,979 +1.8% 2.80% $6.5M $26.09
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPSB price (monthly, adj. close)
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