Ownership history in PACES FERRY WEALTH ADVISORS, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, LLC reported a position in SPDR INDEX SHS FDS (SPEU). 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 | ADDED | 17,745 | +593 | +3.5% | 0.38% | $925K | $52.13 |
| 2025 Q3 | ADDED | 17,152 | +634 | +3.8% | 0.36% | $854K | $49.25 |
| 2025 Q2 | REDUCED | 16,518 | -604 | -3.5% | 0.37% | $800K | $47.74 |
| 2025 Q1 | ADDED | 17,122 | +762 | +4.7% | 0.37% | $754K | $42.57 |
| 2024 Q4 | ADDED | 16,360 | +2,519 | +18.2% | 0.32% | $652K | $38.39 |
| 2024 Q3 | ADDED | 13,841 | +2,142 | +18.3% | 0.35% | $615K | $42.60 |
| 2024 Q2 | ADDED | 11,699 | +4,757 | +68.5% | 0.29% | $488K | $39.87 |
| 2024 Q1 | INITIATED | 6,942 | — | — | 0.19% | $292K | — |
As of 2025 Q4 — sorted by position size