Ownership history in TRUEFG, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which TRUEFG, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 509,031 | +19,263 | +3.9% | 4.62% | $17.2M | $33.57 |
| 2025 Q3 | ADDED | 489,768 | +23,954 | +5.1% | 4.59% | $16.6M | $33.16 |
| 2025 Q2 | REDUCED | 465,814 | -332 | -0.1% | 4.65% | $15.6M | $32.49 |
| 2025 Q1 | ADDED | 466,146 | +5,959 | +1.3% | 5.10% | $15.5M | $31.80 |
As of 2025 Q4 — sorted by position size