Ownership history in Wealth Quarterback LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Quarterback LLC reported a position in SPDR INDEX SHS FDS (SPDW). 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 Q3 | REDUCED | 7,469 | -40 | -0.5% | 0.12% | $320K | $42.03 |
| 2025 Q2 | REDUCED | 7,509 | -535 | -6.7% | 0.14% | $304K | $39.77 |
| 2025 Q1 | REDUCED | 8,044 | -528 | -6.2% | 0.16% | $293K | $35.16 |
| 2024 Q4 | REDUCED | 8,572 | -80,535 | -90.4% | 0.14% | $293K | $32.96 |
| 2024 Q3 | ADDED | 89,107 | +446 | +0.5% | 1.74% | $3.3M | $35.77 |
| 2024 Q2 | REDUCED | 88,661 | -3,002 | -3.3% | 1.76% | $3.1M | $33.41 |
| 2024 Q1 | ADDED | 91,663 | +12,707 | +16.1% | 1.84% | $3.3M | $33.54 |
| 2023 Q4 | REDUCED | 78,956 | -42,417 | -34.9% | 1.64% | $2.7M | $31.83 |
| 2023 Q3 | INITIATED | 121,373 | — | — | 3.26% | $3.8M | — |
As of 2025 Q4 — sorted by position size