SPLG — SPDR SERIES TRUST

Ownership history in UPTICK PARTNERS, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which UPTICK PARTNERS, 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
1.93% (2025 Q4)
Avg. % of fund
0.74%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 112,593 +104,570 +1303.4% 1.93% $9.0M $80.02
2025 Q3 ADDED 8,023 +1,977 +32.7% 0.17% $629K $77.92
2025 Q2 INITIATED 6,046 — — 0.13% $439K $72.08
% 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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