SEC 13F Intelligence

Financial Designs Corp / SPTL

Financial Designs Corp’s Spdr Series Trust Position

Does Financial Designs Corp own Spdr Series Trust (SPTL)? Not currently — the last reported position was 120.7K shares worth $3M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2023
Shares
120.7K
% of Portfolio
+2.38%
Quarters Held
3
position exited

Position History SPTL

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023120.7K$3M+2.38%
Q2 2023124.7K$4M+2.72%
Q1 2023127.8K$4M+2.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Designs Corp’s full portfolio or all institutional holders of SPTL.