CULBERTSON A N & CO INC SPIP — SPDR SERIES TRUST

Ownership history in CULBERTSON A N & CO INC  ·  3 quarters on record

AI Ownership Summary

CULBERTSON A N & CO INC reported SPDR SERIES TRUST (SPIP) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows SPIP at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CULBERTSON A N & CO INC's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SPIP was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPIP stock page CULBERTSON A N & CO INC fund profile CULBERTSON A N & CO INC full holdings
How CULBERTSON A N & CO INC held SPIP — position size vs. price
% of Fund (quarterly)    SPIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 56,780 — 0% 0.16% $1.4M 2026-10-21 $24.72
2026 Q2 UNCHANGED — — — 56,780 — 0% 0.17% $1.5M 2026-07-29 $25.04
2026 Q1 INITIATED — — — 56,780 — — 0.19% $1.5M 2026-05-12 $25.25

🏢 Other funds also holding SPIP

As of 2026 Q3 — sorted by position size

Cannon Financial Strategists, Inc. 3.61% Aquire Wealth Advisors, LLC 3Y 1.12% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.57% Post Resch Tallon Group Inc. 0.31% City State Bank 3Y 0.22% TRUE BLUE FINANCIAL, LLC 0.2% CFS Investment Advisory Services, LLC 3Y 0.2% Procyon Advisors, LLC 3Y 0.19% Wealth Advisory Solutions, LLC 3Y 0.18% Yoder Wealth Management, Inc. 3Y 0.17%

FAQ About CULBERTSON A N & CO INC and SPIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CULBERTSON A N & CO INC reported owning SPIP?

CULBERTSON A N & CO INC reported SPIP across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported SPIP position in CULBERTSON A N & CO INC's portfolio?

The largest reported portfolio weight for SPIP was 0.19% in 2026 Q1.

What is the latest reported SPIP position on this page?

The most recent filing on this page is 2026 Q3, when CULBERTSON A N & CO INC reported 56,780 shares, equal to 0.16% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SPIP ownership page compare?

The chart compares CULBERTSON A N & CO INC's quarterly SPIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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