Spartan Planning & Wealth Management quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Spartan Planning & Wealth Management opened 14 positions, added to 4, reduced 5, sold out of 10 and left 0 unchanged. The largest increase in value was SPTM (+$15,089,970); the largest decrease was BIL (-$13,671,986).
- BIL: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 149,192; Shares 2026-06-30 0.
- SPTM: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 140,234; Shares 2026-06-30 0.
- TBLL: Country of operation —; Class SHORT TERM TREAS; Shares 2026-03-31 69,961; Shares 2026-06-30 0.
- TFFI: Country of operation United States; Class CHESAPEAKE TREND; Shares 2026-03-31 327,583; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1749283): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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