Ownership history in Financial Planning Navigators CORP · 1 quarter on record
This page tracks every 13F SEC filing in which Financial Planning Navigators CORP 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 | INITIATED | 245,053 | — | — | 3.80% | $8.3M | $33.57 |
As of 2025 Q4 — sorted by position size