SEC 13F Intelligence

Puff Wealth Management, LLC / SPDW

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

Does Puff Wealth Management, LLC own Spdr Index Shs Fds (SPDW)? Yes — 86.4K shares worth $4M (+4.44% of its 13F portfolio) as of Q2 2026, up from 77.9K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
86.4K
% of Portfolio
+4.44%
Quarters Held
6
currently held

Position History SPDW

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q2 ’26: $4MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202686.4K$4M+4.44%
Q4 202577.9K$3M+4.52%
Q3 202564.0K$3M+4.16%
Q2 202542.1K$2M+1.24%
Q1 202527.5K$1M+0.94%
Q4 202434.8K$1M+2.07%

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