Total Wealth Planning, LLC
- SEC CIK
- 0001762997
- Latest filing
- Feb 13, 2026
SPY holding history
SPDR S&P 500 ETF Trust in every 13F filed by Total Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPY overviewAll 13F holders of SPYFull Q4 2025 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −620−100.0% | Sold out | Holders |
| Q3 2025 | 620 | $412.8K | <0.1% | −35−5.3% | Reduced | Holders |
| Q2 2025 | 655 | $404.5K | 0.1% | +107+19.5% | Added | Holders |
| Q1 2025 | 548 | $306.5K | <0.1% | −24−4.2% | Reduced | Holders |
| Q4 2024 | 572 | $335.1K | 0.1% | −70−10.9% | Reduced | Holders |
| Q3 2024 | 642 | $368.1K | 0.1% | −517−44.6% | Reduced | Holders |
| Q2 2024 | 1,159 | $654.9K | 0.1% | −117−9.2% | Reduced | Holders |
| Q1 2024 | 1,276 | $667.6K | 0.1% | +188+17.3% | Added | Holders |
| Q4 2023 | 1,088 | $517.1K | 0.1% | +164+17.7% | Added | Holders |
| Q3 2023 | 924 | $394.9K | 0.1% | −13−1.4% | Reduced | Holders |
| Q2 2023 | 937 | $415.5K | 0.1% | −980−51.1% | Reduced | Holders |
| Q1 2023 | 1,917 | $784.9K | 0.2% | +132+7.4% | Added | Holders |
| Q4 2022 | 1,785 | $682.6K | 0.2% | −187−9.5% | Reduced | Holders |
| Q3 2022 | 1,972 | $704.0K | 0.2% | +181+10.1% | Added | Holders |
| Q2 2022 | 1,791 | $676.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2022 | 1,791 | $809.0K | 0.2% | +1,791 | New | Holders |