Ownership history in WEALTH MANAGEMENT RESOURCES, INC. · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTH MANAGEMENT RESOURCES, INC. reported a position in SPDR SER TR (SPYV). 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 | 28,836 | +6 | +0.0% | 0.58% | $1.6M | $56.81 |
| 2025 Q3 | REDUCED | 28,830 | -731 | -2.5% | 0.52% | $1.6M | $55.03 |
| 2025 Q2 | ADDED | 29,561 | +831 | +2.9% | 0.53% | $1.5M | $51.81 |
| 2025 Q1 | ADDED | 28,730 | +33 | +0.1% | 0.53% | $1.5M | $50.30 |
| 2024 Q4 | ADDED | 28,697 | +5 | +0.0% | 0.54% | $1.5M | $50.19 |
| 2024 Q3 | ADDED | 28,692 | +1,135 | +4.1% | 0.61% | $1.5M | $51.53 |
| 2024 Q2 | ADDED | 27,557 | +1,112 | +4.2% | 0.58% | $1.3M | $47.27 |
| 2024 Q1 | ADDED | 26,445 | +3,528 | +15.4% | 0.57% | $1.3M | $48.30 |
| 2023 Q4 | ADDED | 22,917 | +11,243 | +96.3% | 0.50% | $1.1M | $44.72 |
| 2023 Q3 | ADDED | 11,674 | +19 | +0.2% | 0.23% | $482K | $39.37 |
As of 2025 Q4 — sorted by position size