SPIP — SPDR SERIES TRUST

Ownership history in ERn Financial, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which ERn Financial, LLC reported a position in SPDR SERIES TRUST (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.

Peak position
3.14% (2018 Q4)
Avg. % of fund
1.41%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 345,832 +35,433 +11.4% 1.69% $9.0M $25.94
2025 Q3 ADDED 310,399 +49,204 +18.8% 1.61% $8.2M $25.96
2025 Q2 ADDED 261,195 +26,097 +11.1% 1.44% $6.8M $25.42
2025 Q1 ADDED 235,098 +4,356 +1.9% 0.98% $6.2M $25.34
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPIP price (monthly, adj. close)

Other funds also holding SPIP

As of 2025 Q4 — sorted by position size

Cannon Financial Strategists, Inc. 3.78% 3EDGE Asset Management, LP 3Y 7Y 1.6% Aquire Wealth Advisors, LLC 3Y 1.59% SeaBridge Investment Advisors LLC 3Y 7Y 1.2% Integrity Wealth Solutions LLC 1.05% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.68% Verde Capital Management 3Y 0.67% Rinkey Investments 3Y 0.46% Treasure Coast Financial Planning 3Y 0.46% Pure Financial Advisors, LLC 3Y 7Y 0.44%
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