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Dodds Wealth, LLC

SEC CIK
0001973728
Latest filing
Aug 6, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Dodds Wealth, 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 Q2 2026 holdings

Shares (Q2 2026)
2,426
Value
$1.81M
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of SPY by Dodds Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,426$1.81M0.4%−23−0.9%ReducedHolders
Q1 20262,449$1.59M0.4%−203−7.7%ReducedHolders
Q4 20252,652$1.81M0.4%+5+0.2%AddedHolders
Q3 20252,647$1.76M0.4%+7+0.3%AddedHolders
Q2 20252,640$1.63M0.4%−41−1.5%ReducedHolders
Q1 20252,681$1.50M0.5%+2,078+344.6%AddedHolders
Q4 2024603$365.8K0.1%+1+0.2%AddedHolders
Q3 2024602$346.8K0.1%−2−0.3%ReducedHolders
Q2 2024604$335.6K0.1%−19−3.0%ReducedHolders
Q1 2024623$325.9K0.1%−7−1.1%ReducedHolders
Q4 2023630$299.3K0.2%–No prior filingHolders