SPIB — SPDR SERIES TRUST

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  32 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2020 Q1)
Avg. % of fund
0.71%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 286,416 +5,693 +2.0% 1.06% $9.7M $33.57
2025 Q3 ADDED 280,723 +34,539 +14.0% 1.08% $9.5M $33.16
2025 Q2 ADDED 246,184 +4,559 +1.9% 0.97% $8.3M $32.49
2025 Q1 ADDED 241,625 +17,048 +7.6% 1.00% $8.0M $31.80
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPIB price (monthly, adj. close)

Other funds also holding SPIB

As of 2025 Q4 — 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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