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 (SPYV). 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 | 140,513 | +3,697 | +2.7% | 2.17% | $8.0M | $56.81 |
| 2025 Q3 | REDUCED | 136,816 | -37,543 | -21.5% | 2.15% | $7.6M | $55.03 |
| 2025 Q2 | REDUCED | 174,359 | -17,838 | -9.3% | 2.83% | $9.1M | $51.81 |
| 2025 Q1 | REDUCED | 192,197 | -3,314 | -1.7% | 3.32% | $9.8M | $50.30 |
| 2024 Q4 | REDUCED | 195,511 | -9,788 | -4.8% | 3.36% | $10.0M | $50.19 |
| 2024 Q3 | ADDED | 205,299 | +3,233 | +1.6% | 3.50% | $10.9M | $51.53 |
| 2024 Q2 | ADDED | 202,066 | +2,968 | +1.5% | 3.53% | $9.8M | $47.27 |
| 2024 Q1 | ADDED | 199,098 | +8,479 | +4.4% | 3.47% | $10.0M | $48.30 |
| 2023 Q4 | ADDED | 190,619 | +5,427 | +2.9% | 3.41% | $8.9M | $44.72 |
| 2023 Q3 | ADDED | 185,192 | +3,222 | +1.8% | 3.27% | $7.6M | $39.37 |
As of 2025 Q4 — sorted by position size