SEC 13F Intelligence

Dodds Wealth, LLC / SPIB

Dodds Wealth, LLC’s Spdr Series Trust Position

Does Dodds Wealth, LLC own Spdr Series Trust (SPIB)? Yes — 1.68M shares worth $56M (+13.80% of its 13F portfolio) as of Q1 2026, up from 1.59M shares the prior filed quarter.

Position Value
$56M
Q1 2026
Shares
1.68M
% of Portfolio
+13.80%
Quarters Held
10
currently held

Position History SPIB

Reported value by quarter
Q4 ’23: $17MQ4 ’23Q1 ’24: $41MQ2 ’24: $43MQ2 ’24Q3 ’24: $45MQ4 ’24: $46MQ4 ’24Q1 ’25: $47MQ2 ’25: $50MQ2 ’25Q3 ’25: $53MQ4 ’25: $54MQ4 ’25Q1 ’26: $56Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.68M$56M+13.80%
Q4 20251.59M$54M+13.18%
Q3 20251.56M$53M+13.06%
Q2 20251.48M$50M+13.33%
Q1 20251.42M$47M+15.41%
Q4 20241.39M$46M+14.68%
Q3 20241.34M$45M+14.85%
Q2 20241.30M$43M+16.64%
Q1 20241.27M$41M+16.86%
Q4 2023508.5K$17M+8.56%

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