Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in SPDR SER TR (SPYG). 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 | 52,507 | +5,910 | +12.7% | 1.52% | $5.6M | $106.70 |
| 2025 Q3 | REDUCED | 46,597 | -2,033 | -4.2% | 1.38% | $4.9M | $104.35 |
| 2025 Q2 | ADDED | 48,630 | +26,163 | +116.5% | 1.44% | $4.6M | $95.05 |
| 2025 Q1 | ADDED | 22,467 | +1,150 | +5.4% | 0.61% | $1.8M | $80.02 |
| 2024 Q4 | ADDED | 21,317 | +814 | +4.0% | 0.63% | $1.9M | $87.40 |
| 2024 Q3 | ADDED | 20,503 | +2,553 | +14.2% | 0.55% | $1.7M | $82.31 |
| 2024 Q2 | ADDED | 17,950 | +736 | +4.3% | 0.52% | $1.4M | $79.39 |
| 2024 Q1 | ADDED | 17,214 | +568 | +3.4% | 0.44% | $1.3M | $72.36 |
| 2023 Q4 | REDUCED | 16,646 | -508 | -3.0% | 0.42% | $1.1M | $64.27 |
| 2023 Q3 | REDUCED | 17,154 | -278 | -1.6% | 0.44% | $1.0M | $58.37 |
As of 2025 Q4 — sorted by position size