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Signify Wealth

SEC CIK
0001769062
Latest filing
Feb 6, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Signify Wealth, 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 2024 holdings

Shares (Q4 2024)
11,645
Value
$6.82M
% of portfolio
7.7%
Quarters held
6
Since Q3 2023
Holdings of SPY by Signify Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202411,645$6.82M7.7%+747+6.9%AddedHolders
Q3 202410,898$6.25M7.7%+1,097+11.2%AddedHolders
Q2 20249,801$5.33M7.7%−59−0.6%ReducedHolders
Q1 20249,860$5.16M8.6%+994+11.2%AddedHolders
Q4 20238,866$4.21M6.4%+3,131+54.6%AddedHolders
Q3 20235,735$2.45M3.3%+5,735NewHolders