Ownership history in Transform Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in SPDR INDEX SHS FDS (GNR). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 4,025 | -73 | -1.8% | 0.01% | $200K | $48.29 |
| 2024 Q3 | REDUCED | 4,098 | -500 | -10.9% | 0.02% | $236K | $54.49 |
| 2024 Q2 | REDUCED | 4,598 | -399 | -8.0% | 0.02% | $257K | $52.78 |
| 2024 Q1 | REDUCED | 4,997 | -650 | -11.5% | 0.03% | $289K | $53.84 |
| 2023 Q4 | ADDED | 5,647 | +263 | +4.9% | 0.03% | $320K | $52.65 |
| 2023 Q3 | REDUCED | 5,384 | -5,384 | -50.0% | 0.03% | $300K | $50.89 |
| 2023 Q2 | ADDED | 10,768 | +464 | +4.5% | 0.05% | $580K | $49.23 |
| 2023 Q1 | ADDED | 10,304 | +5,152 | +100.0% | 0.06% | $588K | $51.20 |
| 2022 Q4 | INITIATED | 5,152 | — | — | 0.03% | $294K | — |
As of 2025 Q4 — sorted by position size