SPSM — SPDR SER TR

Ownership history in WRAPMANAGER INC · 32 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER INC reported a position in SPDR SER TR (SPSM). 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

2.77% (2025 Q4)

Avg. % of fund

1.8%

First filed

2018 Q1

Last filed

2025 Q4

Quarters held

32

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	175,062	-4,751	-2.6%	2.77%	$8.2M	$46.86
2025 Q3	REDUCED	179,813	-18,938	-9.5%	2.56%	$8.3M	$46.09
2025 Q2	ADDED	198,751	+18,449	+10.2%	2.06%	$8.5M	$42.22
2025 Q1	ADDED	180,302	+3,679	+2.1%	1.93%	$7.3M	$40.22

% of Fund (quarterly) SPSM price (monthly, adj. close)

Other funds also holding SPSM

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Planning Services, Inc. 3Y 7Y 8.85% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 8.0% Taylor & Morgan Wealth Management, LLC 3Y 7.28% Compton Financial Group, LLC 3Y 6.43% MASON STREET ADVISORS, LLC 3Y 7Y 5.97% TPG Financial Advisors, LLC 3Y 7Y 4.99% Strategic Financial Planning, Inc. 3Y 4.76% Peterson Wealth Advisors, LLC 3Y 7Y 4.49% Montz Harcus Wealth Management LLC 3Y 4.49% Evernest Financial Advisors, LLC 4.31%

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