SPIB — SPDR SERIES TRUST

Ownership history in Vericrest Private Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which Vericrest Private Wealth 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
2.67% (2022 Q2)
Avg. % of fund
2.45%
First filed
2021 Q4
Last filed
2022 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 66,685 +257 +0.4% 2.67% $2.2M $28.01
2022 Q1 REDUCED 66,428 -3,010 -4.3% 2.36% $2.3M $29.16
2021 Q4 INITIATED 69,438 — — 2.33% $2.5M $30.78
% 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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