SPIB SPDR SER TR

Ownership history in CASTLEARK MANAGEMENT LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CASTLEARK MANAGEMENT LLC 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.

Peak position
4.29% (2024 Q4)
Avg. % of fund
2.82%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,519,370 0% 2.50% $85.2M $33.57
2025 Q3 UNCHANGED 2,519,370 0% 2.39% $85.4M $33.16
2025 Q2 ADDED 2,519,370 +473,790 +23.2% 2.54% $84.6M $32.49
2025 Q1 REDUCED 2,045,580 -1,712,080 -45.6% 2.36% $68.0M $31.80
2024 Q4 INITIATED 3,757,660 4.29% $123.1M $31.11
% of Fund (quarterly)    SPIB price (monthly, adj. close)
← Back to CASTLEARK MANAGEMENT LLC Holdings