SPIB SPDR SER TR

Ownership history in INTERACTIVE FINANCIAL ADVISORS, INC.  ·  11 quarters on record

This page tracks every 13F SEC filing in which INTERACTIVE FINANCIAL ADVISORS, INC. reported a position in SPDR SER TR (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.

Peak position
3.05% (2024 Q1)
Avg. % of fund
2.46%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 136,067 -4,993 -3.5% 2.97% $4.6M $33.57
2025 Q3 REDUCED 141,060 -9,915 -6.6% 2.58% $4.8M $33.16
2025 Q2 REDUCED 150,975 -8,773 -5.5% 2.47% $5.1M $32.49
2025 Q1 ADDED 159,748 +1,973 +1.3% 2.80% $5.3M $31.80
2024 Q4 ADDED 157,775 +2,019 +1.3% 2.71% $5.2M $31.11
2024 Q3 ADDED 155,756 +3,339 +2.2% 2.70% $5.3M $31.54
2024 Q2 REDUCED 152,417 -16,494 -9.8% 2.73% $5.0M $30.13
2024 Q1 ADDED 168,911 +143,536 +565.7% 3.05% $5.5M $29.91
2023 Q4 REDUCED 25,375 -73,705 -74.4% 0.86% $1.6M $29.83
2023 Q3 ADDED 99,080 +3,132 +3.3% 2.10% $3.1M $28.16
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% of Fund (quarterly)    SPIB price (monthly, adj. close)
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