Ownership history in Signify Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 11,645 | +747 | +6.9% | 7.70% | $6.8M | $579.28 |
| 2024 Q3 | ADDED | 10,898 | +1,097 | +11.2% | 7.66% | $6.3M | $565.20 |
| 2024 Q2 | REDUCED | 9,801 | -59 | -0.6% | 7.67% | $5.3M | $534.46 |
| 2024 Q1 | ADDED | 9,860 | +994 | +11.2% | 8.55% | $5.2M | $512.04 |
As of 2025 Q4 — sorted by position size