SPTS — SPDR SERIES TRUST

Ownership history in Walker Financial Services, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Walker Financial Services, Inc. reported a position in SPDR SERIES TRUST (SPTS). 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
1.19% (2025 Q4)
Avg. % of fund
1.11%
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 112,352 +15,110 +15.5% 1.19% $3.3M $29.09
2025 Q3 ADDED 97,242 +20,082 +26.0% 1.11% $2.9M $28.76
2025 Q2 INITIATED 77,160 — — 1.03% $2.3M $28.44
% of Fund (quarterly)    SPTS price (monthly, adj. close)

Other funds also holding SPTS

As of 2025 Q4 — sorted by position size

OakTrust Wealth Advisors, LLC 13.09% DAGCO, INC. 3Y 7Y 10.24% EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 8.94% Municipal Employees' Retirement System of Michigan 3Y 7Y 8.57% Richard Bernstein Advisors LLC 3Y 7Y 6.12% S. R. Schill & Associates 3Y 7Y 6.07% Treasure Coast Financial Planning 3Y 5.7% Private Wealth Group, LLC 3Y 7Y 5.68% Portland Global Advisors LLC 3Y 7Y 5.16% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 5.05%
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