SEC 13F Intelligence

Solutions 4 Wealth, Ltd / SPY

Solutions 4 Wealth, Ltd’s State Str Spdr S&P 500 Etf T Position

Does Solutions 4 Wealth, Ltd own State Str Spdr S&P 500 Etf T (SPY)? Yes — 1.1K shares worth $738,028 (+1.11% of its 13F portfolio) as of Q1 2026, down from 1.2K shares the prior filed quarter.

Position Value
$738,028
Q1 2026
Shares
1.1K
% of Portfolio
+1.11%
Quarters Held
10
currently held

Position History SPY

Reported value by quarter
Q4 ’23: $475,386Q4 ’23Q1 ’24: $465,643Q2 ’24: $451,581Q2 ’24Q3 ’24: $477,013Q4 ’24: $368,143Q4 ’24Q1 ’25: $329,725Q2 ’25: $701,392Q2 ’25Q3 ’25: $831,846Q4 ’25: $803,023Q4 ’25Q1 ’26: $738,028filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.1K$738,028+1.11%
Q4 20251.2K$803,023+1.21%
Q3 20251.2K$831,846+1.29%
Q2 20251.1K$701,392+1.17%
Q1 2025589$329,725+0.58%
Q4 2024628$368,143+0.67%
Q3 2024831$477,013+0.93%
Q2 2024830$451,581+1.02%
Q1 2024890$465,643+1.31%
Q4 20231.0K$475,386+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Solutions 4 Wealth, Ltd’s full portfolio or all institutional holders of SPY.