Ownership history in Thrive Wealth Management, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC 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 | 3,900 | -28,966 | -88.1% | 0.03% | $234K | $680.06 |
| 2025 Q4 | ADDED | 32,866 | +28,966 | +742.7% | 3.29% | $22.4M | $680.06 |
| 2025 Q3 | REDUCED | 3,900 | -29,473 | -88.3% | 0.03% | $221K | $662.41 |
| 2025 Q3 | REDUCED | 33,373 | -487 | -1.4% | 3.35% | $22.2M | $662.41 |
| 2025 Q2 | REDUCED | 33,860 | -1,481 | -4.2% | 3.38% | $20.9M | $612.65 |
| 2025 Q1 | REDUCED | 35,341 | -1,642 | -4.4% | 3.78% | $19.8M | $553.05 |
| 2024 Q4 | ADDED | 36,983 | +432 | +1.2% | 3.90% | $21.7M | $577.70 |
| 2024 Q3 | REDUCED | 36,551 | -600 | -1.6% | 3.85% | $21.0M | $563.66 |
| 2024 Q2 | ADDED | 37,151 | +153 | +0.4% | 3.96% | $20.2M | $533.00 |
| 2024 Q1 | ADDED | 36,998 | +14 | +0.0% | 4.00% | $19.4M | $510.64 |
As of 2025 Q4 — sorted by position size