MARIPAU WEALTH MANAGEMENT LLC SPYM holdings history
STE STR SPDR PT S&P 500 ETF · CUSIP 78464A854 · CIK 1890698
As of 2026-06-30, MARIPAU WEALTH MANAGEMENT LLC reported 290.18K SPYM (shares), valued at $25.54M, or 9.11% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 16.08%; reported value increased 33.48%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 9.11% | 290,177 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 8.41% | 249,970 | SEC filing ↗Filed May 15, 2026Amended |
| Q4 2025 | 8.39% | 227,302 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 8.65% | 219,303 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 7.69% | 208,559 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 9.21% | 243,925 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 8.19% | 200,437 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 8.77% | 149,951 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 5.84% | 133,604 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 6.16% | 133,523 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 7.71% | 158,696 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 7.35% | 159,044 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.35% | 159,044 | $7.99M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 7.71% | 158,696 | $8.87M | Shares decreased 0.22%; reported value increased 10.98%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 6.16% | 133,523 | $8.22M | Shares decreased 15.86%; reported value decreased 7.39%, and weight changed -1.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 5.84% | 133,604 | $8.55M | Shares increased 0.06%; reported value increased 4.08%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 8.77% | 149,951 | $10.12M | Shares increased 12.24%; reported value increased 18.39%, and weight changed +2.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 8.19% | 200,437 | $13.82M | Shares increased 33.67%; reported value increased 36.50%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 9.21% | 243,925 | $16.04M | Shares increased 21.70%; reported value increased 16.08%, and weight changed +1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 7.69% | 208,559 | $15.27M | Shares decreased 14.50%; reported value decreased 4.82%, and weight changed -1.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 8.65% | 219,303 | $17.18M | Shares increased 5.15%; reported value increased 12.53%, and weight changed +0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 8.39% | 227,302 | $18.24M | Shares increased 3.65%; reported value increased 6.16%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 8.41% | 249,970 | $19.13M | Shares increased 9.97%; reported value increased 4.90%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 9.11% | 290,177 | $25.54M | Shares increased 16.08%; reported value increased 33.48%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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