SPIB β€” SPDR SERIES TRUST

Ownership history in Financial Planning Navigators CORP  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.8% (2025 Q4)
πŸ“Š Avg. % of fund
3.8%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    SPIB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 245,053 β€” β€” 3.80% $8.3M $33.57

🏒 Other funds also holding SPIB

As of 2025 Q4 β€” sorted by position size

Dodds Wealth, LLC 13.18% TrueWealth Financial Partners 3Y 10.63% TRUE BLUE FINANCIAL, LLC 10.62% American Family Investments, Inc. 10.58% Roberts Financial Services LLC 3Y 7Y 9.42% Compton Financial Group, LLC 3Y 7.78% Your Advocates Ltd., LLP 3Y 6.91% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 6.18% WRAPMANAGER INC 3Y 7Y 5.66% Fortune 45 LLC 3Y 5.47%
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