Ownership history in Solutions 4 Wealth, Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd 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 | 1,178 | -71 | -5.7% | 1.21% | $803K | $681.92 |
| 2025 Q3 | ADDED | 1,249 | +114 | +10.0% | 1.29% | $832K | $664.22 |
| 2025 Q2 | ADDED | 1,135 | +546 | +92.7% | 1.17% | $701K | $614.33 |
| 2025 Q1 | REDUCED | 589 | -39 | -6.2% | 0.58% | $330K | $554.56 |
As of 2025 Q4 — sorted by position size