SPIP — SPDR SER TR

Ownership history in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which STONEHAVEN WEALTH & TAX 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
0.87% (2025 Q1)
Avg. % of fund
0.77%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,160 -106 -0.4% 0.68% $757K $25.94
2025 Q3 ADDED 29,266 +36 +0.1% 0.71% $770K $25.96
2025 Q2 REDUCED 29,230 -1,916 -6.2% 0.74% $762K $25.42
2025 Q1 ADDED 31,146 +256 +0.8% 0.87% $822K $25.34
1 older quarter 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% Integrity Wealth Solutions LLC 1.05% 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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