Ownership history in Walker Financial Services, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Walker Financial Services, Inc. reported a position in SPDR SER TR (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 | 434,353 | +22,582 | +5.5% | 5.32% | $14.7M | $33.57 |
| 2025 Q3 | ADDED | 411,771 | +251,151 | +156.4% | 5.43% | $14.0M | $33.16 |
| 2025 Q2 | ADDED | 160,620 | +11,007 | +7.4% | 2.45% | $5.4M | $32.49 |
| 2025 Q1 | ADDED | 149,613 | +14,601 | +10.8% | 2.61% | $5.0M | $31.80 |
| 2024 Q4 | ADDED | 135,012 | +9,295 | +7.4% | 2.57% | $4.4M | $31.11 |
| 2024 Q3 | ADDED | 125,717 | +10,512 | +9.1% | 2.87% | $4.2M | $31.54 |
| 2024 Q2 | ADDED | 115,205 | +10,505 | +10.0% | 2.93% | $3.8M | $30.13 |
| 2024 Q1 | ADDED | 104,700 | +7,986 | +8.3% | 2.81% | $3.4M | $29.91 |
| 2023 Q4 | REDUCED | 96,714 | -1,686 | -1.7% | 3.28% | $3.2M | $29.83 |
| 2023 Q3 | ADDED | 98,400 | +7,088 | +7.8% | 3.01% | $3.1M | $28.16 |
As of 2025 Q4 — sorted by position size