Ownership history in Wealth Dimensions Group, Ltd. · 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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 | 18,148 | -398 | -2.1% | 2.46% | $12.4M | $680.06 |
| 2025 Q3 | REDUCED | 18,546 | -293 | -1.6% | 2.54% | $12.4M | $662.41 |
| 2025 Q2 | ADDED | 18,839 | +171 | +0.9% | 2.57% | $11.6M | $612.65 |
| 2025 Q1 | REDUCED | 18,668 | -8 | -0.0% | 2.49% | $10.4M | $553.05 |
| 2024 Q4 | REDUCED | 18,676 | -81 | -0.4% | 2.68% | $10.9M | $577.70 |
| 2024 Q3 | REDUCED | 18,757 | -243 | -1.3% | 2.73% | $10.8M | $563.66 |
| 2024 Q2 | REDUCED | 19,000 | -56 | -0.3% | 2.95% | $10.3M | $533.00 |
| 2024 Q1 | REDUCED | 19,056 | -172 | -0.9% | 2.94% | $10.0M | $510.64 |
| 2023 Q4 | REDUCED | 19,228 | -78 | -0.4% | 2.89% | $9.1M | $462.58 |
| 2023 Q3 | REDUCED | 19,306 | -388 | -2.0% | 2.99% | $8.3M | $414.35 |
As of 2025 Q4 — sorted by position size