SPIP — SPDR SER TR

Ownership history in Integrity Wealth Solutions LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Integrity Wealth Solutions LLC reported a position in SPDR SER TR (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
2.94% (2023 Q4)
Avg. % of fund
1.72%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 102,290 +1,354 +1.3% 1.05% $2.7M $25.94
2025 Q3 ADDED 100,936 +3,490 +3.6% 1.18% $2.7M $25.96
2025 Q2 ADDED 97,446 +359 +0.4% 1.24% $2.5M $25.42
2025 Q1 REDUCED 97,087 -5,684 -5.5% 1.39% $2.6M $25.34
5 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% ERn Financial, LLC 3Y 7Y 1.69% 3EDGE Asset Management, LP 3Y 7Y 1.6% Aquire Wealth Advisors, LLC 3Y 1.59% SeaBridge Investment Advisors LLC 3Y 7Y 1.2% 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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