Ownership history in Upper Left Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in SPDR INDEX SHS FDS (FEZ). 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 | 48,255 | +1,593 | +3.4% | 1.89% | $3.1M | $64.39 |
| 2025 Q3 | REDUCED | 46,662 | -36 | -0.1% | 1.82% | $2.9M | $61.63 |
| 2025 Q2 | REDUCED | 46,698 | -378 | -0.8% | 1.86% | $2.8M | $59.19 |
| 2025 Q1 | ADDED | 47,076 | +101 | +0.2% | 1.84% | $2.6M | $52.94 |
| 2024 Q4 | ADDED | 46,975 | +2,112 | +4.7% | 1.93% | $2.3M | $46.72 |
| 2024 Q3 | ADDED | 44,863 | +10,953 | +32.3% | 2.06% | $2.4M | $51.49 |
| 2024 Q2 | ADDED | 33,910 | +2,086 | +6.6% | 1.53% | $1.7M | $48.31 |
| 2024 Q1 | REDUCED | 31,824 | -7,936 | -20.0% | 1.55% | $1.7M | $49.68 |
| 2023 Q4 | ADDED | 39,760 | +961 | +2.5% | 1.86% | $1.9M | $45.11 |
| 2023 Q3 | ADDED | 38,799 | +1,996 | +5.4% | 1.70% | $1.6M | $39.54 |
As of 2025 Q4 — sorted by position size