Ownership history in MONEYWISE, INC. · 10 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. 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 | REDUCED | 24,417 | -1,164 | -4.6% | 6.93% | $16.7M | $680.06 |
| 2025 Q3 | REDUCED | 25,581 | -770 | -2.9% | 7.71% | $17.0M | $662.41 |
| 2025 Q2 | ADDED | 26,351 | +1,440 | +5.8% | 7.63% | $16.3M | $612.65 |
| 2025 Q1 | ADDED | 24,911 | +967 | +4.0% | 7.38% | $13.9M | $553.05 |
| 2024 Q4 | ADDED | 23,944 | +3,520 | +17.2% | 7.04% | $14.0M | $577.70 |
| 2024 Q3 | ADDED | 20,424 | +8,225 | +67.4% | 5.76% | $11.7M | $563.66 |
| 2024 Q2 | ADDED | 12,199 | +4,179 | +52.1% | 3.52% | $6.6M | $533.00 |
| 2024 Q1 | ADDED | 8,020 | +5,411 | +207.4% | 2.28% | $4.2M | $510.64 |
| 2023 Q4 | ADDED | 2,609 | +1,954 | +298.3% | 0.71% | $1.2M | $462.58 |
| 2023 Q3 | INITIATED | 655 | — | — | 0.18% | $280K | — |
As of 2025 Q4 — sorted by position size