Ownership history in Burt Wealth Advisors · 11 quarters on record
This page tracks every 13F SEC filing in which Burt Wealth Advisors reported a position in SPDR SER TR (SPIB). 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 | ADDED | 856,611 | +21,938 | +2.6% | 7.13% | $29.0M | $33.16 |
| 2025 Q2 | ADDED | 834,673 | +9,568 | +1.2% | 6.41% | $28.0M | $32.49 |
| 2025 Q1 | ADDED | 825,105 | +16,834 | +2.1% | 6.87% | $27.4M | $31.80 |
| 2024 Q4 | ADDED | 808,271 | +26,383 | +3.4% | 6.72% | $26.5M | $31.11 |
| 2024 Q3 | ADDED | 781,888 | +25,803 | +3.4% | 6.49% | $26.4M | $31.54 |
| 2024 Q2 | REDUCED | 756,085 | -20,774 | -2.7% | 6.49% | $24.6M | $30.13 |
| 2024 Q1 | ADDED | 776,859 | +45,990 | +6.3% | 6.44% | $25.4M | $29.91 |
| 2023 Q4 | ADDED | 730,869 | +31,037 | +4.4% | 6.85% | $24.0M | $29.83 |
| 2023 Q3 | ADDED | 699,832 | +19,690 | +2.9% | 6.76% | $22.0M | $28.16 |
| 2023 Q2 | ADDED | 680,142 | +42,908 | +6.7% | 6.58% | $21.8M | $28.48 |
As of 2025 Q4 — sorted by position size