QWLD — SPDR INDEX SHS FDS

Ownership history in Ignite Planners, LLC  ·  9 quarters on record

AI Ownership Summary

Ignite Planners, LLC reported SPDR INDEX SHS FDS (QWLD) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.63% in 2025 Q1. The latest visible filing shows QWLD at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QWLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ignite Planners, LLC's position in SPDR INDEX SHS FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

QWLD was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QWLD stock page Ignite Planners, LLC fund profile Ignite Planners, LLC full holdings
How Ignite Planners, LLC held QWLD — position size vs. price
% of Fund (quarterly)    QWLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,533 -472 -23.5% 0.04% $215K 2025-10-08 $139.96
2025 Q2 REDUCED 2,005 -23,178 -92.0% 0.05% $268K 2025-07-23 $135.18
2025 Q1 ADDED 25,183 +2,839 +12.7% 0.63% $3.2M 2025-05-06 $126.82
2024 Q4 ADDED 22,344 +1,021 +4.8% 0.61% $2.8M 2025-01-14 $120.90
2024 Q3 ADDED 21,323 +2,220 +11.6% 0.63% $2.7M 2024-10-07 $123.32
2024 Q2 ADDED 19,103 +2,222 +13.2% 0.57% $2.3M 2024-07-12 $120.62
2024 Q1 ADDED 16,881 +4,584 +37.3% 0.57% $2.0M 2024-04-12 $111.93
2023 Q4 ADDED 12,297 +4,372 +55.2% 0.40% $1.4M 2024-01-09 $106.17
2023 Q3 INITIATED 7,925 — — 0.24% $796K 2023-10-11 $98.50

🏢 Other funds also holding QWLD

As of 2025 Q4 — sorted by position size

Fingerlakes Wealth Management, Inc. 3Y 2.76% SYM FINANCIAL Corp 3Y 7Y 0.35% WILLNER & HELLER, LLC 3Y 0.32% MCDONALD PARTNERS LLC 3Y 0.3% Atlas Private Wealth Advisors 3Y 0.17% Aspire Capital Advisors LLC 3Y 0.08% THOROUGHBRED FINANCIAL SERVICES, LLC 3Y 7Y 0.07% Empirical Asset Management, LLC 3Y 0.07% New England Private Wealth Advisors LLC 3Y 7Y 0.05% Wealthcare Advisory Partners LLC 3Y 7Y 0.04%

FAQ About Ignite Planners, LLC and QWLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ignite Planners, LLC reported owning QWLD?

Ignite Planners, LLC reported QWLD across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported QWLD position in Ignite Planners, LLC's portfolio?

The largest reported portfolio weight for QWLD was 0.63% in 2025 Q1.

What is the latest reported QWLD position on this page?

The most recent filing on this page is 2025 Q3, when Ignite Planners, LLC reported 1,533 shares, equal to 0.04% of portfolio, with an estimated market value of $215K.

What does the chart on this QWLD ownership page compare?

The chart compares Ignite Planners, LLC's quarterly QWLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Ignite Planners, LLC Holdings