SPTM — SPDR SERIES TRUST

Ownership history in XML Financial, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC 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
1.06% (2025 Q4)
Avg. % of fund
0.71%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 158,114 +2,675 +1.7% 1.06% $13.0M $82.50
2025 Q3 ADDED 155,439 +2,780 +1.8% 1.02% $12.5M $80.41
2025 Q2 ADDED 152,659 +21,306 +16.2% 0.99% $11.4M $74.45
2025 Q1 ADDED 131,353 +8,525 +6.9% 0.83% $8.9M $67.39
21 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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