Ownership history in Capital Analysts, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in SPDR SERIES TRUST (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 Q4 | REDUCED | 1,713,954 | -7,830 | -0.5% | 1.76% | $57.9M | $33.57 |
| 2025 Q3 | ADDED | 1,721,784 | +289,802 | +20.2% | 1.70% | $58.4M | $33.16 |
| 2025 Q2 | REDUCED | 1,431,982 | -38,239 | -2.6% | 1.60% | $48.1M | $32.49 |
| 2025 Q1 | ADDED | 1,470,221 | +1,038,458 | +240.5% | 1.82% | $48.9M | $31.80 |
| 2024 Q4 | ADDED | 431,763 | +9,162 | +2.2% | 0.57% | $14.1M | $31.11 |
| 2024 Q3 | ADDED | 422,601 | +5,056 | +1.2% | 0.58% | $14.2M | $31.54 |
| 2024 Q2 | ADDED | 417,545 | +6,761 | +1.6% | 0.60% | $13.6M | $30.13 |
| 2024 Q1 | ADDED | 410,784 | +14,318 | +3.6% | 0.63% | $13.4M | $29.91 |
| 2023 Q4 | REDUCED | 396,466 | -39,249 | -9.0% | 0.66% | $13.0M | $29.83 |
| 2023 Q3 | ADDED | 435,715 | +64,467 | +17.4% | 0.76% | $13.7M | $28.16 |
As of 2025 Q4 — sorted by position size