SPSB SPDR SER TR

Ownership history in Whitcomb & Hess, Inc.  ·  19 quarters on record

This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in SPDR SER TR (SPSB). 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
5.38% (2022 Q3)
Avg. % of fund
2.28%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 61,553 +2,984 +5.1% 0.44% $1.9M $29.99
2025 Q3 ADDED 58,569 +67 +0.1% 0.46% $1.8M $29.64
2025 Q2 REDUCED 58,502 -1,191 -2.0% 0.50% $1.8M $29.21
2025 Q1 REDUCED 59,693 -20 -0.0% 0.54% $1.8M $28.78
2024 Q4 REDUCED 59,713 -475 -0.8% 0.55% $1.8M $28.33
2024 Q3 REDUCED 60,188 -740 -1.2% 0.54% $1.8M $28.27
2024 Q2 REDUCED 60,928 -402,884 -86.9% 0.56% $1.8M $27.38
2024 Q1 ADDED 463,812 +24,287 +5.5% 4.44% $13.8M $27.11
2023 Q4 ADDED 439,525 +5,360 +1.2% 4.50% $13.1M $26.91
2023 Q3 ADDED 434,165 +3,552 +0.8% 4.76% $12.7M $26.09
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPSB price (monthly, adj. close)
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