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 S&P 500 ETF TR (SPY). 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 | 2,652 | +5 | +0.2% | 0.44% | $1.8M | $680.06 |
| 2025 Q3 | ADDED | 2,647 | +7 | +0.3% | 0.44% | $1.8M | $662.41 |
| 2025 Q2 | REDUCED | 2,640 | -41 | -1.5% | 0.44% | $1.6M | $612.65 |
| 2025 Q1 | ADDED | 2,681 | +2,078 | +344.6% | 0.49% | $1.5M | $553.05 |
| 2024 Q4 | ADDED | 603 | +1 | +0.2% | 0.12% | $366K | $577.70 |
| 2024 Q3 | REDUCED | 602 | -2 | -0.3% | 0.12% | $347K | $563.66 |
| 2024 Q2 | REDUCED | 604 | -19 | -3.0% | 0.13% | $336K | $533.00 |
| 2024 Q1 | REDUCED | 623 | -7 | -1.1% | 0.13% | $326K | $510.64 |
| 2023 Q4 | INITIATED | 630 | — | — | 0.15% | $299K | — |
As of 2025 Q4 — sorted by position size