VOISARD ASSET MANAGEMENT GROUP, INC. SPTM — SPDR SER TR

Ownership history in VOISARD ASSET MANAGEMENT GROUP, INC.  ·  7 quarters on record

AI Ownership Summary

VOISARD ASSET MANAGEMENT GROUP, INC. reported SPDR SER TR (SPTM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 14.17% in 2026 Q1. The latest visible filing shows SPTM at 14.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VOISARD ASSET MANAGEMENT GROUP, INC.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPTM was reported at 14.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPTM stock page VOISARD ASSET MANAGEMENT GROUP, INC. fund profile VOISARD ASSET MANAGEMENT GROUP, INC. full holdings
How VOISARD ASSET MANAGEMENT GROUP, INC. held SPTM — position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 840,283 +49,068 +6.2% 14.17% $66.4M 2026-04-13 $83.45
2025 Q4 ADDED — — — 791,215 +34,013 +4.5% 14.09% $65.3M 2026-01-20 $82.07
2025 Q3 ADDED — — — 757,202 +133,557 +21.4% 14.13% $61.1M 2025-10-14 $79.71
2025 Q2 ADDED — — — 623,645 +74,151 +13.5% 12.04% $46.7M 2025-07-10 $75.32
2025 Q1 ADDED — — — 549,494 +138,700 +33.8% 10.92% $37.4M 2025-05-14 $70.52
2024 Q4 ADDED — — — 410,794 +402,300 +4736.3% 9.81% $29.3M 2025-02-07 $72.13
2024 Q3 INITIATED — — — 8,494 — — 0.25% $595K 2024-10-25 $69.31

🏢 Other funds also holding SPTM

As of 2026 Q1 — sorted by position size

Keener Financial Planning LLC 36.11% Professional Financial Advisors, LLC 3Y 24.67% Wall Capital Group, Inc. 3Y 7Y 23.29% Financial Planning Fort Collins, LLC 20.64% Weitzel Financial Services, Inc. 3Y 20.35% Hughes Financial Services, LLC 20.31% Fox Financial, Inc 19.59% B.O.S.S. Retirement Advisors, LLC 3Y 17.05% Treasure Coast Financial Planning 3Y 16.96% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 16.11%

FAQ About VOISARD ASSET MANAGEMENT GROUP, INC. and SPTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has VOISARD ASSET MANAGEMENT GROUP, INC. reported owning SPTM?

VOISARD ASSET MANAGEMENT GROUP, INC. reported SPTM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SPTM position in VOISARD ASSET MANAGEMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for SPTM was 14.17% in 2026 Q1.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2026 Q1, when VOISARD ASSET MANAGEMENT GROUP, INC. reported 840,283 shares, equal to 14.17% of portfolio, with an estimated market value of $66.4M.

What does the chart on this SPTM ownership page compare?

The chart compares VOISARD ASSET MANAGEMENT GROUP, INC.'s quarterly SPTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VOISARD ASSET MANAGEMENT GROUP, INC. time their SPTM position?

Based on 13F filing dates vs. subsequent SPTM price moves, VOISARD ASSET MANAGEMENT GROUP, INC. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SPTM relative to SPY over the holding period was -0.1%.

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