SEC 13F Intelligence

Significant Wealth Partners LLC / SPY

Significant Wealth Partners LLC’s State Str Spdr S&P 500 Etf T Position

Does Significant Wealth Partners LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 2.9K shares worth $2M (+2.31% of its 13F portfolio) as of Q1 2026, down from 4.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.9K
% of Portfolio
+2.31%
Quarters Held
10
currently held

Position History SPY

Reported value by quarter
Q4 ’23: $917,344Q4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $7MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.9K$2M+2.31%
Q4 20254.0K$3M+3.05%
Q3 202511.2K$7M+3.65%
Q2 20259.1K$6M+2.75%
Q1 20258.3K$5M+2.39%
Q4 20245.9K$3M+1.80%
Q3 20243.4K$2M+1.01%
Q2 20243.4K$2M+1.03%
Q1 20243.3K$2M+1.14%
Q4 20231.9K$917,344+0.67%

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