SPIB β€” SPDR SER TR

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

AI Ownership Summary

INTERACTIVE FINANCIAL ADVISORS, INC. reported SPDR SER TR (SPIB) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.05% in 2024 Q1. The latest visible filing shows SPIB at 2.97% 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 SPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INTERACTIVE FINANCIAL ADVISORS, INC.'s position in SPDR SER TR, 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

SPIB was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.05% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

SPIB stock page INTERACTIVE FINANCIAL ADVISORS, INC. fund profile INTERACTIVE FINANCIAL ADVISORS, INC. full holdings
How INTERACTIVE FINANCIAL ADVISORS, INC. held SPIB β€” position size vs. price
% of Fund (quarterly)    SPIB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 136,067 -4,993 -3.5% 2.97% $4.6M 2026-02-14 (Est.) $33.92
2025 Q3 REDUCED 141,060 -9,915 -6.6% 2.58% $4.8M 2025-10-29 $33.35
2025 Q2 REDUCED 150,975 -8,773 -5.5% 2.47% $5.1M 2025-07-29 $32.57
2025 Q1 ADDED 159,748 +1,973 +1.3% 2.80% $5.3M 2025-04-29 $31.98
2024 Q4 ADDED 157,775 +2,019 +1.3% 2.71% $5.2M 2025-02-06 $31.40
2024 Q3 ADDED 155,756 +3,339 +2.2% 2.70% $5.3M 2024-10-30 $31.09
2024 Q2 REDUCED 152,417 -16,494 -9.8% 2.73% $5.0M 2024-08-02 $31.01
2024 Q1 ADDED 168,911 +143,536 +565.7% 3.05% $5.5M 2024-05-03 $29.84
2023 Q4 REDUCED 25,375 -73,705 -74.4% 0.86% $1.6M 2024-02-05 $29.69
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPIB

As of 2025 Q4 β€” sorted by position size

McMill Wealth Management 18.77% 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% Collier Financial 7.66% Your Advocates Ltd., LLP 3Y 6.91% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 6.18%

FAQ About INTERACTIVE FINANCIAL ADVISORS, INC. and SPIB

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

How long has INTERACTIVE FINANCIAL ADVISORS, INC. reported owning SPIB?

INTERACTIVE FINANCIAL ADVISORS, INC. reported SPIB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPIB position in INTERACTIVE FINANCIAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for SPIB was 3.05% in 2024 Q1.

What is the latest reported SPIB position on this page?

The most recent filing on this page is 2025 Q4, when INTERACTIVE FINANCIAL ADVISORS, INC. reported 136,067 shares, equal to 2.97% of portfolio, with an estimated market value of $4.6M.

What does the chart on this SPIB ownership page compare?

The chart compares INTERACTIVE FINANCIAL ADVISORS, INC.'s quarterly SPIB 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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