Ownership history in Echo Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in SPDR SER TR (SPSB). 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 | REDUCED | 49,439 | -17,994 | -26.7% | 0.87% | $1.5M | $29.99 |
| 2025 Q3 | ADDED | 67,433 | +3,268 | +5.1% | 1.19% | $2.0M | $29.64 |
| 2025 Q2 | ADDED | 64,165 | +5,922 | +10.2% | 1.19% | $1.9M | $29.21 |
| 2025 Q1 | ADDED | 58,243 | +5,106 | +9.6% | 1.18% | $1.8M | $28.78 |
| 2024 Q4 | ADDED | 53,137 | +379 | +0.7% | 1.10% | $1.6M | $28.33 |
| 2024 Q3 | ADDED | 52,758 | +1,393 | +2.7% | 1.11% | $1.6M | $28.27 |
| 2024 Q2 | ADDED | 51,365 | +5,592 | +12.2% | 1.15% | $1.5M | $27.38 |
| 2024 Q1 | REDUCED | 45,773 | -4,091 | -8.2% | 1.13% | $1.4M | $27.11 |
| 2023 Q4 | ADDED | 49,864 | +13,312 | +36.4% | 1.38% | $1.5M | $26.91 |
| 2023 Q3 | REDUCED | 36,552 | -1,527 | -4.0% | 1.15% | $1.1M | $26.09 |
As of 2025 Q4 — sorted by position size