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 | $680.06 |
| 2025 Q3 | REDUCED | 9,009 | -60 | -0.7% | 0.98% | $6.0M | $662.41 |
| 2025 Q2 | REDUCED | 9,069 | -49 | -0.5% | 1.01% | $5.6M | $612.65 |
| 2024 Q4 | REDUCED | 9,118 | -86 | -0.9% | 1.09% | $5.3M | $577.70 |
| 2024 Q3 | ADDED | 9,204 | +150 | +1.7% | 1.09% | $5.3M | $563.66 |
| 2024 Q2 | REDUCED | 9,054 | -12 | -0.1% | 1.19% | $4.9M | $533.00 |
| 2024 Q1 | ADDED | 9,066 | +174 | +2.0% | 1.23% | $4.7M | $510.64 |
| 2023 Q4 | ADDED | 8,892 | +110 | +1.3% | 1.31% | $4.2M | $462.58 |
| 2023 Q3 | UNCHANGED | 8,782 | — | 0% | 1.67% | $3.9M | $414.35 |
| 2023 Q1 | REDUCED | 8,782 | -176 | -2.0% | 1.66% | $3.6M | $393.96 |
As of 2025 Q4 — sorted by position size