Ownership history in Retireful, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Retireful, LLC 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 | 6,256 | -10,680 | -63.1% | 5.39% | $4.3M | $680.06 |
| 2025 Q3 | REDUCED | 16,936 | -3,325 | -16.4% | 10.90% | $11.3M | $662.41 |
| 2025 Q2 | ADDED | 20,261 | +15,078 | +290.9% | 8.63% | $12.5M | $612.65 |
| 2024 Q4 | REDUCED | 5,183 | -11,006 | -68.0% | 1.71% | $3.0M | $577.70 |
| 2024 Q3 | REDUCED | 16,189 | -5,579 | -25.6% | 6.87% | $9.3M | $563.66 |
| 2024 Q2 | REDUCED | 21,768 | -28,479 | -56.7% | 5.57% | $11.8M | $533.00 |
| 2024 Q1 | ADDED | 50,247 | +28,851 | +134.8% | 10.93% | $26.3M | $510.64 |
| 2023 Q4 | REDUCED | 21,396 | -5,460 | -20.3% | 4.43% | $10.2M | $462.58 |
| 2023 Q3 | UNCHANGED | 26,856 | — | 0% | 4.12% | $10.9M | $414.35 |
| 2023 Q2 | INITIATED | 26,856 | — | — | 4.12% | $10.9M | $428.16 |
As of 2025 Q4 — sorted by position size