SPIP — SPDR SER TR

Ownership history in 3EDGE Asset Management, LP  ·  9 quarters on record

This page tracks every 13F SEC filing in which 3EDGE Asset Management, LP reported a position in SPDR SER TR (SPIP). 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
15.16% (2021 Q4)
Avg. % of fund
5.55%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,185,670 -91,542 -7.2% 1.60% $30.8M $25.94
2025 Q3 REDUCED 1,277,212 -1,281 -0.1% 1.90% $33.6M $25.96
2025 Q2 REDUCED 1,278,493 -100,557 -7.3% 2.07% $33.2M $25.42
2025 Q1 ADDED 1,379,050 +596,105 +76.1% 2.46% $36.2M $25.34
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPIP price (monthly, adj. close)

Other funds also holding SPIP

As of 2025 Q4 — sorted by position size

Cannon Financial Strategists, Inc. 3.78% ERn Financial, LLC 3Y 7Y 1.69% Aquire Wealth Advisors, LLC 3Y 1.59% SeaBridge Investment Advisors LLC 3Y 7Y 1.2% Integrity Wealth Solutions LLC 1.05% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.68% Verde Capital Management 3Y 0.67% Rinkey Investments 3Y 0.46% Treasure Coast Financial Planning 3Y 0.46% Pure Financial Advisors, LLC 3Y 7Y 0.44%
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