Ownership history in Selective Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in SPDR SER TR (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 200,244 | +14,311 | +7.7% | 5.09% | $16.3M | $80.02 |
| 2025 Q3 | ADDED | 185,933 | +46,573 | +33.4% | 4.71% | $14.6M | $77.92 |
| 2025 Q2 | ADDED | 139,360 | +24,836 | +21.7% | 3.74% | $10.2M | $72.08 |
| 2025 Q1 | ADDED | 114,524 | +13,722 | +13.6% | 3.13% | $7.2M | $65.01 |
| 2024 Q4 | ADDED | 100,802 | +11,584 | +13.0% | 2.80% | $6.9M | $67.93 |
| 2024 Q3 | ADDED | 89,218 | +30,456 | +51.8% | 2.50% | $6.0M | $66.30 |
| 2024 Q2 | ADDED | 58,762 | +5,482 | +10.3% | 1.69% | $3.8M | $62.65 |
| 2024 Q1 | ADDED | 53,280 | +33,797 | +173.5% | 1.40% | $3.2M | $60.02 |
| 2023 Q4 | ADDED | 19,483 | +18,961 | +3632.4% | 0.54% | $1.1M | $54.35 |
| 2022 Q3 | ADDED | 522 | +289 | +124.0% | 0.01% | $22K | $40.01 |
As of 2025 Q4 — sorted by position size