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 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 | 120,443 | +8,364 | +7.5% | 5.89% | $9.7M | $80.02 |
| 2025 Q3 | ADDED | 112,079 | +5,251 | +4.9% | 5.51% | $8.8M | $77.92 |
| 2025 Q2 | ADDED | 106,828 | +12,435 | +13.2% | 5.18% | $7.8M | $72.08 |
| 2025 Q1 | ADDED | 94,393 | +18,260 | +24.0% | 4.45% | $6.2M | $65.01 |
| 2024 Q4 | ADDED | 76,133 | +4,334 | +6.0% | 4.49% | $5.2M | $67.93 |
| 2024 Q3 | ADDED | 71,799 | +933 | +1.3% | 4.16% | $4.8M | $66.30 |
| 2024 Q2 | ADDED | 70,866 | +558 | +0.8% | 4.10% | $4.5M | $62.65 |
| 2024 Q1 | REDUCED | 70,308 | -426 | -0.6% | 4.01% | $4.3M | $60.02 |
| 2023 Q4 | REDUCED | 70,734 | -2,641 | -3.6% | 3.87% | $4.0M | $54.35 |
| 2023 Q3 | ADDED | 73,375 | +20,648 | +39.2% | 3.84% | $3.7M | $48.67 |
As of 2025 Q4 — sorted by position size