SPIP — SPDR SER TR

Ownership history in AlphaCore Capital LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which AlphaCore Capital LLC 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1 -456 -99.8% 0.00% $26 $25.96
2022 Q4 INITIATED 457 — — 0.00% $12K —
% 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% 3EDGE Asset Management, LP 3Y 7Y 1.6% 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%
← Back to AlphaCore Capital LLC Holdings