Ownership history in Certified Advisory Corp · 14 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in SPDR SER TR (SPTI). 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 | 454,605 | +11,112 | +2.5% | 1.19% | $13.1M | $28.66 |
| 2025 Q3 | ADDED | 443,493 | +18,437 | +4.3% | 1.22% | $12.8M | $28.37 |
| 2025 Q2 | REDUCED | 425,056 | -10,178 | -2.3% | 1.27% | $12.2M | $27.97 |
| 2025 Q1 | REDUCED | 435,234 | -44,672 | -9.3% | 1.41% | $12.4M | $27.52 |
| 2024 Q4 | ADDED | 479,906 | +45,376 | +10.4% | 1.45% | $13.4M | $26.68 |
| 2024 Q3 | REDUCED | 434,530 | -6,143 | -1.4% | 1.40% | $12.6M | $27.46 |
| 2024 Q2 | REDUCED | 440,673 | -46,309 | -9.5% | 1.55% | $12.3M | $26.23 |
| 2024 Q1 | ADDED | 486,982 | +302,213 | +163.6% | 1.91% | $13.7M | $26.13 |
| 2023 Q4 | REDUCED | 184,769 | -1,567 | -0.8% | 0.80% | $5.3M | $26.33 |
| 2023 Q3 | ADDED | 186,336 | +20,844 | +12.6% | 0.86% | $4.7M | $25.08 |
As of 2025 Q4 — sorted by position size