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 (SPLG). 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 | 156,733 | +70,978 | +82.8% | 3.41% | $12.6M | $80.02 |
| 2025 Q3 | ADDED | 85,755 | +62,500 | +268.8% | 1.91% | $6.7M | $77.92 |
| 2025 Q2 | REDUCED | 23,255 | -1,254 | -5.1% | 0.52% | $1.7M | $72.08 |
| 2025 Q1 | REDUCED | 24,509 | -1,944 | -7.3% | 0.55% | $1.6M | $65.01 |
| 2024 Q4 | REDUCED | 26,453 | -503 | -1.9% | 0.61% | $1.8M | $67.93 |
| 2024 Q3 | REDUCED | 26,956 | -26 | -0.1% | 0.59% | $1.8M | $66.30 |
| 2024 Q2 | REDUCED | 26,982 | -50 | -0.2% | 0.62% | $1.7M | $62.65 |
| 2024 Q1 | REDUCED | 27,032 | -1,576 | -5.5% | 0.58% | $1.7M | $60.02 |
| 2023 Q4 | REDUCED | 28,608 | -477 | -1.6% | 0.61% | $1.6M | $54.35 |
| 2023 Q3 | REDUCED | 29,085 | -996 | -3.3% | 0.63% | $1.5M | $48.67 |
As of 2025 Q4 — sorted by position size