SPLG — SPDR PORTFOLIO S&P 500 ETF

Ownership history in Imprint Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Imprint Wealth LLC reported a position in SPDR PORTFOLIO S&P 500 ETF (SPLG). 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
9.19% (2025 Q4)
Avg. % of fund
6.99%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,525 +5,427 +28.4% 9.19% $2.0M $80.02
2025 Q3 INITIATED 19,098 — — 4.79% $1.5M $77.92
% of Fund (quarterly)    SPLG price (monthly, adj. close)

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%
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