SEC 13F Intelligence

Qp Wealth Management, LLC / SPDW

Qp Wealth Management, LLC’s Spdr Index Shs Fds Position

Does Qp Wealth Management, LLC own Spdr Index Shs Fds (SPDW)? Yes93.3K shares worth $4M (+7.30% of its 13F portfolio) as of Q1 2026, down from 131.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
93.3K
% of Portfolio
+7.30%
Quarters Held
13
currently held

Position History SPDW

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $4MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $2MQ3 ’22Q4 ’22: $996,604Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’25: $6MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202693.3K$4M+7.30%
Q4 2025131.8K$6M+5.16%
Q3 202376.1K$2M+4.12%
Q2 202368.5K$2M+3.54%
Q1 202362.1K$2M+3.26%
Q4 202233.6K$996,604+1.55%
Q3 202294.8K$2M+3.54%
Q2 202295.7K$3M+3.78%
Q1 202296.9K$3M+3.71%
Q4 2021104.2K$4M+4.03%
Q3 202191.2K$3M+3.54%
Q2 202191.9K$3M+3.46%
Q1 202174.5K$3M+2.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Qp Wealth Management, LLC’s full portfolio or all institutional holders of SPDW.