SPIP — SPDR SERIES TRUST

Ownership history in Verde Capital Management  ·  25 quarters on record

This page tracks every 13F SEC filing in which Verde Capital Management reported a position in SPDR SERIES TRUST (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
1.5% (2022 Q3)
Avg. % of fund
0.83%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 120,824 +7,555 +6.7% 0.67% $3.1M $25.94
2025 Q3 REDUCED 113,269 -9,238 -7.5% 0.66% $3.0M $25.96
2025 Q2 ADDED 122,507 +15,183 +14.1% 0.79% $3.2M $25.42
2025 Q1 REDUCED 107,324 -1,051 -1.0% 0.81% $2.8M $25.34
21 older quarters 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% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.68% Rinkey Investments 3Y 0.46% Treasure Coast Financial Planning 3Y 0.46% Pure Financial Advisors, LLC 3Y 7Y 0.44%
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