SPMD — SPDR SER TR

Ownership history in WEALTH MANAGEMENT RESOURCES, INC.  ·  17 quarters on record

AI Ownership Summary

WEALTH MANAGEMENT RESOURCES, INC. reported SPDR SER TR (SPMD) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.8% in 2025 Q4. The latest visible filing shows SPMD at 3.80% 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 SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH MANAGEMENT RESOURCES, 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

SPMD was reported at 3.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.8% 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.

SPMD stock page WEALTH MANAGEMENT RESOURCES, INC. fund profile WEALTH MANAGEMENT RESOURCES, INC. full holdings
How WEALTH MANAGEMENT RESOURCES, INC. held SPMD — position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 186,518 -2,539 -1.3% 3.80% $10.8M 2026-02-14 (Est.) $62.30
2025 Q3 ADDED 189,057 +3,299 +1.8% 3.50% $10.8M 2025-10-16 $56.00
2025 Q2 ADDED 185,758 +18,867 +11.3% 3.45% $10.1M 2025-07-24 $55.35
2025 Q1 ADDED 166,891 +869 +0.5% 3.10% $8.5M 2025-04-23 $48.12
2024 Q4 ADDED 166,022 +104,362 +169.3% 3.35% $9.1M 2025-01-21 $56.71
2024 Q3 REDUCED 61,660 -1,831 -2.9% 1.35% $3.4M 2024-10-31 $53.12
2024 Q2 ADDED 63,491 +2,533 +4.2% 1.40% $3.3M 2024-07-17 $52.50
2024 Q1 ADDED 60,958 +7,620 +14.3% 1.40% $3.3M 2024-04-19 $48.26
2023 Q4 ADDED 53,338 +6,219 +13.2% 1.22% $2.6M 2024-01-19 $46.49
2023 Q3 ADDED 47,119 +6,625 +16.4% 1.00% $2.1M 2023-10-25 $39.65
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPMD

As of 2025 Q4 — sorted by position size

Marathon Strategic Advisors, LLC 13.32% MASON STREET ADVISORS, LLC 3Y 7Y 9.04% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 7.93% Atlas Private Wealth Advisors 3Y 7.45% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.8% Peterson Wealth Advisors, LLC 3Y 7Y 5.68% New Perspectives, Inc 3Y 5.68% Montz Harcus Wealth Management LLC 3Y 5.46% HHM Wealth Advisors, LLC 3Y 7Y 5.32% Alta Wealth Advisors LLC 3Y 5.31%

FAQ About WEALTH MANAGEMENT RESOURCES, INC. and SPMD

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

How long has WEALTH MANAGEMENT RESOURCES, INC. reported owning SPMD?

WEALTH MANAGEMENT RESOURCES, INC. reported SPMD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPMD position in WEALTH MANAGEMENT RESOURCES, INC.'s portfolio?

The largest reported portfolio weight for SPMD was 3.80% in 2025 Q4.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2025 Q4, when WEALTH MANAGEMENT RESOURCES, INC. reported 186,518 shares, equal to 3.80% of portfolio, with an estimated market value of $10.8M.

What does the chart on this SPMD ownership page compare?

The chart compares WEALTH MANAGEMENT RESOURCES, INC.'s quarterly SPMD 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.

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