IBND β€” SPDR SERIES TRUST

Ownership history in FSA WEALTH PARTNERS, INC.  Β·  4 quarters on record

AI Ownership Summary

FSA WEALTH PARTNERS, INC. reported SPDR SERIES TRUST (IBND) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.84% in 2025 Q4. The latest visible filing shows IBND at 0.84% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSA WEALTH PARTNERS, 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
2025 Q4

IBND was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

How FSA WEALTH PARTNERS, INC. held IBND β€” position size vs. price
% of Fund (quarterly)    IBND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 72,473 +37,724 +108.6% 0.84% $2.3M 2026-02-14 (Est.) $32.59
2025 Q3 ADDED 34,749 +24,868 +251.7% 0.43% $1.1M 2025-11-04 $31.16
2025 Q2 ADDED 9,881 +504 +5.4% 0.16% $322K 2025-07-21 $31.54
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IBND

As of 2026 Q1 β€” sorted by position size

Israel Discount Bank of New York 3Y 7Y 12.47% Aspect Partners, LLC 0.84%

FAQ About FSA WEALTH PARTNERS, INC. and IBND

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

How long has FSA WEALTH PARTNERS, INC. reported owning IBND?

FSA WEALTH PARTNERS, INC. reported IBND across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IBND position in FSA WEALTH PARTNERS, INC.'s portfolio?

The largest reported portfolio weight for IBND was 0.84% in 2025 Q4.

What is the latest reported IBND position on this page?

The most recent filing on this page is 2025 Q4, when FSA WEALTH PARTNERS, INC. reported 72,473 shares, equal to 0.84% of portfolio, with an estimated market value of $2.3M.

What does the chart on this IBND ownership page compare?

The chart compares FSA WEALTH PARTNERS, INC.'s quarterly IBND 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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