Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 10 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in SPDR SER TR (SHM). 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 Q3 | UNCHANGED | 4,552 | — | 0% | 0.02% | $220K | $47.58 |
| 2025 Q2 | REDUCED | 4,552 | -31 | -0.7% | 0.03% | $218K | $46.88 |
| 2025 Q1 | REDUCED | 4,583 | -200 | -4.2% | 0.03% | $218K | $46.36 |
| 2024 Q4 | UNCHANGED | 4,783 | — | 0% | 0.03% | $227K | $45.96 |
| 2024 Q3 | REDUCED | 4,783 | -1,481 | -23.6% | 0.03% | $230K | $46.32 |
| 2024 Q2 | REDUCED | 6,264 | -2,143 | -25.5% | 0.04% | $296K | $45.16 |
| 2024 Q1 | ADDED | 8,407 | +4 | +0.0% | 0.04% | $399K | $45.20 |
| 2023 Q4 | REDUCED | 8,403 | -1,616 | -16.1% | 0.06% | $402K | $45.41 |
| 2023 Q3 | ADDED | 10,019 | +12 | +0.1% | 0.07% | $463K | $43.72 |
| 2023 Q2 | INITIATED | 10,007 | — | — | 0.07% | $471K | $44.37 |
As of 2025 Q4 — sorted by position size