Woodside Wealth Management LLC SPMD SPDR SER TR

Ownership history in Woodside Wealth Management LLC  ·  4 quarters on record

AI Ownership Summary

Woodside Wealth Management LLC reported SPDR SER TR (SPMD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows SPMD at 0.00% 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 SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Woodside Wealth Management LLC's position in SPDR SER TR, 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
2025 Q4

SPMD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q1 to 2025 Q4

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.

How Woodside Wealth Management LLC held SPMD — position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 66 0% 0.00% $4K 2026-01-30 $60.06
2025 Q3 UNCHANGED 66 0% 0.00% $4K 2025-11-10 $56.88
2025 Q2 UNCHANGED 66 0% 0.00% $4K 2025-07-23 $55.87
2025 Q1 INITIATED 66 0.00% $3K 2025-05-01 $49.54

FAQ About Woodside Wealth Management LLC and SPMD

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

How long has Woodside Wealth Management LLC reported owning SPMD?

Woodside Wealth Management LLC reported SPMD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPMD position in Woodside Wealth Management LLC's portfolio?

The largest reported portfolio weight for SPMD was 0.00% in 2025 Q1.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2025 Q4, when Woodside Wealth Management LLC reported 66 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this SPMD ownership page compare?

The chart compares Woodside Wealth Management LLC's quarterly SPMD 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.

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