SPHY — SPDR SERIES TRUST

Ownership history in Wealth Forward, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in SPDR SERIES TRUST (SPHY). 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.

Peak position
3.16% (2025 Q3)
Avg. % of fund
3.13%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 231,252 +3,717 +1.6% 3.09% $5.5M $23.39
2025 Q3 INITIATED 227,535 — — 3.16% $5.4M $23.10
% of Fund (quarterly)    SPHY price (monthly, adj. close)

Other funds also holding SPHY

As of 2025 Q4 — sorted by position size

Donoghue Forlines LLC 3Y 7Y 7.94% Asset Allocation & Management Company, LLC 3Y 7.58% RFG HOLDINGS, INC. 3Y 6.24% Financial Futures Ltd Liability Co. 3Y 6.04% Pinnacle Wealth Management, LLC 3Y 5.74% TOEWS CORP /ADV 3Y 5.7% SAM Advisors, LLC 3Y 5.09% SMH CAPITAL ADVISORS INC 3Y 7Y 4.85% Carolina Wealth Advisors, LLC 3Y 4.41% Ocean Park Asset Management, LLC 3Y 4.35%
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