WIP — SPDR SERIES TRUST

Ownership history in Forefront Wealth Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Forefront Wealth Partners, LLC reported a position in SPDR SERIES TRUST (WIP). 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
2.27% (2025 Q3)
Avg. % of fund
2.27%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 229,938 — — 2.27% $9.0M $38.39
% of Fund (quarterly)    WIP price (monthly, adj. close)

Other funds also holding WIP

As of 2025 Q4 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 5.4% SYKON CAPITAL LLC 0.81% Hyundai Investments Co., Ltd. 3Y 0.43% Lexington Hill Partners, LLC 0.42% Mount Lucas Management LP 3Y 7Y 0.33% Cambria Investment Management, L.P. 3Y 7Y 0.19% HANTZ FINANCIAL SERVICES, INC. 3Y 0.19% 4Thought Financial Group Inc. 3Y 0.15% CARY STREET PARTNERS FINANCIAL LLC 0.13% Empirical Asset Management, LLC 3Y 0.13%
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