Fourth Dimension Wealth, LLC SPIB — SPDR PORTFOLIO

Ownership history in Fourth Dimension Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

Fourth Dimension Wealth, LLC reported SPDR PORTFOLIO (SPIB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.3% in 2025 Q1. The latest visible filing shows SPIB at 1.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fourth Dimension Wealth, LLC's position in SPDR PORTFOLIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPIB was reported at 1.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPIB stock page Fourth Dimension Wealth, LLC fund profile Fourth Dimension Wealth, LLC full holdings
How Fourth Dimension Wealth, LLC held SPIB — position size vs. price
% of Fund (quarterly)    SPIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 98,826 +1,119 +1.1% 1.26% $3.3M 2026-05-11 $33.48
2025 Q4 ADDED — — — 97,707 +1,856 +1.9% 1.21% $3.3M 2026-02-04 $33.40
2025 Q3 ADDED — — — 95,851 +5,501 +6.1% 1.24% $3.2M 2025-11-04 $33.03
2025 Q2 ADDED — — — 90,350 +9,526 +11.8% 1.28% $3.0M 2025-08-05 $32.52
2025 Q1 ADDED — — — 80,824 +24,687 +44.0% 1.30% $2.7M 2025-04-23 $31.36
2024 Q4 INITIATED — — — 56,137 — — 0.96% $1.8M 2025-02-18 $31.15

🏢 Other funds also holding SPIB

As of 2026 Q1 — sorted by position size

Evergreen Wealth Partners LLC 14.1% Dodds Wealth, LLC 13.8% Roberts Financial Services LLC 3Y 7Y 12.21% TRUE BLUE FINANCIAL, LLC 10.28% Fortune 45 LLC 3Y 7.91% Collier Financial 7.79% Your Advocates Ltd., LLP 3Y 6.98% STRATEGIC PLANNING GROUP, LLC 6.73% Kagan Cocozza Asset Management 6.52% Compton Financial Group, LLC 3Y 6.26%

FAQ About Fourth Dimension Wealth, LLC and SPIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fourth Dimension Wealth, LLC reported owning SPIB?

Fourth Dimension Wealth, LLC reported SPIB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPIB position in Fourth Dimension Wealth, LLC's portfolio?

The largest reported portfolio weight for SPIB was 1.30% in 2025 Q1.

What is the latest reported SPIB position on this page?

The most recent filing on this page is 2026 Q1, when Fourth Dimension Wealth, LLC reported 98,826 shares, equal to 1.26% of portfolio, with an estimated market value of $3.3M.

What does the chart on this SPIB ownership page compare?

The chart compares Fourth Dimension Wealth, LLC's quarterly SPIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fourth Dimension Wealth, LLC time their SPIB position?

Based on 13F filing dates vs. subsequent SPIB price moves, Fourth Dimension Wealth, LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on SPIB relative to SPY over the holding period was -10.2%.

← Back to Fourth Dimension Wealth, LLC Holdings