SPTM — SPDR Series Trust

Ownership history in Wealthquest Corp  ·  17 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in SPDR Series Trust (SPTM). 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
7.38% (2024 Q2)
Avg. % of fund
4.33%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 841,365 -263,941 -23.9% 5.24% $69.4M $82.50
2025 Q3 REDUCED 1,105,306 -459 -0.0% 7.11% $89.1M $80.41
2025 Q2 REDUCED 1,105,765 -6,643 -0.6% 6.53% $82.8M $74.45
2024 Q4 ADDED 1,112,408 +11,088 +1.0% 6.47% $79.5M $70.55
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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