SEC 13F Intelligence

Priebe Wealth Holdings LLC / SPY

Priebe Wealth Holdings LLC’s State Str Spdr S&P 500 Etf T Position

Does Priebe Wealth Holdings LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 2.2K shares worth $1M (+1.20% of its 13F portfolio) as of Q2 2025, down from 2.6K shares the prior filed quarter.

Position Value
$1M
Q2 2025
Shares
2.2K
% of Portfolio
+1.20%
Quarters Held
7
currently held

Position History SPY

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20252.2K$1M+1.20%
Q1 20252.6K$1M+0.89%
Q4 20242.8K$2M+1.11%
Q3 20243.1K$2M+1.30%
Q2 20243.3K$2M+1.42%
Q1 20243.4K$2M+1.40%
Q4 20233.4K$2M+1.34%

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