Ownership history in Phoenix Wealth Advisors · 13 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors reported a position in SPDR INDEX SHS FDS (SPEM). 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 | 107,988 | +814 | +0.8% | 1.94% | $5.1M | $46.81 |
| 2025 Q3 | ADDED | 107,174 | +1,616 | +1.5% | 1.93% | $5.0M | $46.04 |
| 2025 Q2 | ADDED | 105,558 | +27,223 | +34.8% | 1.89% | $4.5M | $42.04 |
| 2025 Q1 | ADDED | 78,335 | +14,031 | +21.8% | 1.34% | $3.1M | $38.23 |
| 2024 Q4 | ADDED | 64,304 | +17,140 | +36.3% | 1.07% | $2.5M | $37.26 |
| 2024 Q3 | ADDED | 47,164 | +4,993 | +11.8% | 0.90% | $1.9M | $39.46 |
| 2024 Q2 | ADDED | 42,171 | +6,372 | +17.8% | 0.80% | $1.6M | $36.01 |
| 2024 Q1 | ADDED | 35,799 | +10,106 | +39.3% | 0.79% | $1.3M | $34.18 |
| 2023 Q4 | ADDED | 25,693 | +9,763 | +61.3% | 0.63% | $899K | $33.45 |
| 2023 Q3 | ADDED | 15,930 | +3,570 | +28.9% | 0.31% | $535K | $31.22 |
As of 2025 Q4 — sorted by position size