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 (RWX). 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 | 39,664 | +2,175 | +5.8% | 0.68% | $1.1M | $28.00 |
| 2025 Q3 | REDUCED | 37,489 | -894 | -2.3% | 0.65% | $1.0M | $27.54 |
| 2025 Q2 | ADDED | 38,383 | +9,214 | +31.6% | 0.70% | $1.1M | $26.86 |
| 2025 Q1 | REDUCED | 29,169 | -18,941 | -39.4% | 0.51% | $714K | $23.76 |
| 2024 Q4 | REDUCED | 48,110 | -692 | -1.4% | 0.95% | $1.1M | $22.18 |
| 2024 Q3 | ADDED | 48,802 | +3,528 | +7.8% | 1.16% | $1.3M | $26.32 |
| 2024 Q2 | ADDED | 45,274 | +2,306 | +5.4% | 0.98% | $1.1M | $22.67 |
| 2024 Q1 | REDUCED | 42,968 | -5,380 | -11.1% | 1.04% | $1.1M | $24.32 |
| 2023 Q4 | ADDED | 48,348 | +34,021 | +237.5% | 1.29% | $1.3M | $25.25 |
| 2023 Q3 | ADDED | 14,327 | +1,788 | +14.3% | 0.35% | $341K | $21.91 |
As of 2025 Q4 — sorted by position size