SPTM β€” SPDR SER TR

Ownership history in Wall Capital Group, Inc.  Β·  7 quarters on record

AI Ownership Summary

Wall Capital Group, Inc. reported SPDR SER TR (SPTM) in 7 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 15.5% in 2025 Q4. The latest visible filing shows SPTM at 15.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wall Capital 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
2025 Q4

SPTM was reported at 15.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.5% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Wall Capital Group, Inc. held SPTM β€” position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 197,315 +23,564 +13.6% 15.50% $16.3M 2026-02-14 (Est.) $82.71
2023 Q4 ADDED 173,751 +8,821 +5.3% 11.51% $10.2M 2024-02-08 $59.25
2023 Q3 ADDED 164,930 +123,458 +297.7% 12.45% $8.8M 2023-11-06 $51.63
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wall Capital 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 Wall Capital Group, Inc. reported owning SPTM?

Wall Capital Group, Inc. reported SPTM across 3 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPTM position in Wall Capital Group, Inc.'s portfolio?

The largest reported portfolio weight for SPTM was 15.50% in 2025 Q4.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2025 Q4, when Wall Capital Group, Inc. reported 197,315 shares, equal to 15.50% of portfolio, with an estimated market value of $16.3M.

What does the chart on this SPTM ownership page compare?

The chart compares Wall Capital 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.

← Back to Wall Capital Group, Inc. Holdings