SPAB — SPDR SERIES TRUST

Ownership history in Vericrest Private Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which Vericrest Private Wealth 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
0.25% (2022 Q2)
Avg. % of fund
0.25%
First filed
2021 Q4
Last filed
2022 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 REDUCED 7,806 -924 -10.6% 0.25% $206K $23.05
2022 Q1 REDUCED 8,730 -182 -2.0% 0.25% $243K $24.17
2021 Q4 INITIATED 8,912 — — 0.24% $264K $25.67
% of Fund (quarterly)    SPAB price (monthly, adj. close)

Other funds also holding SPAB

As of 2025 Q4 — sorted by position size

TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.21% Trinity Wealth Management, LLC 3Y 12.0% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57% Copley Financial Group, Inc. 7.42% RATIONAL ADVISORS, INC. 3Y 7Y 7.35% Weitzel Financial Services, Inc. 3Y 6.92%
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