SEC 13F Intelligence

Family Firm, Inc. / WIP

Family Firm, Inc.’s Spdr Series Trust Position

Does Family Firm, Inc. own Spdr Series Trust (WIP)? Yes146.5K shares worth $6M (+1.41% of its 13F portfolio) as of Q2 2025, up from 139.8K shares the prior filed quarter.

Position Value
$6M
Q2 2025
Shares
146.5K
% of Portfolio
+1.41%
Quarters Held
27
currently held

Position History WIP

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025146.5K$6M+1.41%
Q1 2025139.8K$5M+1.17%
Q4 2024335.7K$5M+1.14%
Q3 2024331.0K$5M+1.20%
Q2 2024317.4K$5M+1.05%
Q1 2024113.7K$5M+1.11%
Q4 2023112.2K$5M+1.21%
Q3 2023118.0K$5M+1.29%
Q2 2023116.2K$5M+1.28%
Q1 2023109.0K$5M+1.30%
Q4 2022107.1K$4M+1.29%
Q3 202290.3K$5M+1.28%
Q2 202290.5K$5M+1.26%
Q1 202290.5K$5M+1.26%
Q4 202190.5K$5M+1.26%
Q3 202186.6K$5M+1.27%
Q2 202181.9K$5M+1.26%
Q1 202180.0K$4M+1.28%
Q4 202080.1K$5M+1.39%
Q3 202078.6K$4M+1.53%
Q2 202078.8K$4M+1.55%
Q1 202078.9K$4M+1.64%
Q4 201979.4K$4M+1.48%
Q3 201978.4K$4M+1.52%
Q2 201979.9K$4M+1.57%
Q1 201978.1K$4M+1.54%
Q4 201886.0K$4M+1.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Family Firm, Inc.’s full portfolio or all institutional holders of WIP.