Ownership history in WPWealth LLP · 11 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP 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 | 8,323 | -686 | -7.6% | 0.89% | $5.7M | $681.92 |
| 2025 Q3 | REDUCED | 9,009 | -60 | -0.7% | 0.98% | $6.0M | $664.22 |
| 2025 Q2 | REDUCED | 9,069 | -49 | -0.5% | 1.01% | $5.6M | $614.33 |
| 2024 Q4 | REDUCED | 9,118 | -86 | -0.9% | 1.09% | $5.3M | $579.28 |
As of 2025 Q4 — sorted by position size