Ownership history in Dodds Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC 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 | 1,589,658 | +33,410 | +2.1% | 13.18% | $53.7M | $33.57 |
| 2025 Q3 | ADDED | 1,556,248 | +76,326 | +5.2% | 13.06% | $52.7M | $33.16 |
| 2025 Q2 | ADDED | 1,479,922 | +57,762 | +4.1% | 13.33% | $49.7M | $32.49 |
| 2025 Q1 | ADDED | 1,422,160 | +30,922 | +2.2% | 15.41% | $47.3M | $31.80 |
As of 2025 Q4 — sorted by position size