Ownership history in Stone Summit Wealth LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in SPDR INDEX SHS FDS (SPEM). 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 | REDUCED | 4,719 | -490 | -9.4% | 0.06% | $221K | $46.04 |
| 2025 Q2 | REDUCED | 5,209 | -1,706 | -24.7% | 0.07% | $223K | $42.04 |
| 2025 Q1 | REDUCED | 6,915 | -19 | -0.3% | 0.09% | $272K | $38.23 |
| 2024 Q4 | REDUCED | 6,934 | -618 | -8.2% | 0.09% | $266K | $37.26 |
| 2024 Q3 | REDUCED | 7,552 | -206 | -2.7% | 0.10% | $312K | $39.46 |
| 2024 Q2 | REDUCED | 7,758 | -341 | -4.2% | 0.10% | $292K | $36.01 |
| 2024 Q1 | ADDED | 8,099 | +441 | +5.8% | 0.10% | $293K | $34.18 |
| 2023 Q4 | ADDED | 7,658 | +17 | +0.2% | 0.10% | $271K | $33.45 |
| 2023 Q3 | REDUCED | 7,641 | -275 | -3.5% | 0.11% | $257K | $31.22 |
| 2023 Q2 | REDUCED | 7,916 | -486 | -5.8% | 0.11% | $272K | $31.97 |
As of 2025 Q4 — sorted by position size