SPLG — SPDR SER TR

Ownership history in Upper Left Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC 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
5.89% (2025 Q4)
Avg. % of fund
3.93%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 120,443 +8,364 +7.5% 5.89% $9.7M $80.02
2025 Q3 ADDED 112,079 +5,251 +4.9% 5.51% $8.8M $77.92
2025 Q2 ADDED 106,828 +12,435 +13.2% 5.18% $7.8M $72.08
2025 Q1 ADDED 94,393 +18,260 +24.0% 4.45% $6.2M $65.01
13 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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