SPLG 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 (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
1.49% (2025 Q4)
Avg. % of fund
1.05%
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 69,266 +1,293 +1.9% 1.49% $5.6M $80.02
2025 Q3 ADDED 67,973 +679 +1.0% 1.47% $5.3M $77.92
2025 Q2 ADDED 67,294 +1,548 +2.4% 1.45% $4.9M $72.08
2025 Q1 ADDED 65,746 +7,504 +12.9% 1.42% $4.3M $65.01
2024 Q4 ADDED 58,242 +101 +0.2% 1.31% $4.0M $67.93
2024 Q3 REDUCED 58,141 -1,007 -1.7% 1.28% $3.9M $66.30
2024 Q2 ADDED 59,148 +3,118 +5.6% 1.37% $3.8M $62.65
2024 Q1 ADDED 56,030 +4,853 +9.5% 1.26% $3.4M $60.02
2023 Q4 ADDED 51,177 +489 +1.0% 1.13% $2.9M $54.35
2023 Q3 REDUCED 50,688 -1,373 -2.6% 1.10% $2.5M $48.67
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPLG price (monthly, adj. close)
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