Ownership history in Cannon Financial Strategists, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Cannon Financial Strategists, Inc. 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 Q4 | ADDED | 1,048,771 | +47,036 | +4.7% | 3.78% | $27.2M | $25.94 |
| 2025 Q3 | ADDED | 1,001,735 | +98,513 | +10.9% | 3.77% | $26.4M | $25.96 |
| 2025 Q2 | ADDED | 903,222 | +88,481 | +10.9% | 3.72% | $23.5M | $25.42 |
| 2025 Q1 | ADDED | 814,741 | +42,450 | +5.5% | 3.69% | $21.5M | $25.34 |
As of 2025 Q4 — sorted by position size