WR Wealth Planners, LLC SPY holdings history
SS SPDR S&P 500 ETF TRUST-US · CUSIP 78462F103 · CIK 2031978
As of 2024-12-31, WR Wealth Planners, LLC reported 56.91K SPY (shares), valued at $33.36M, or 10.72% of its reported non-derivative portfolio. Filed 2025-02-05.
Verify history & sources →Shares increased 3.68%; reported value increased 5.90%, and weight changed +1.96 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 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | Not reported | Not reported | No filing this quarter |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | 10.72% | 56,913 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 8.76% | 54,895 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 9.18% | 55,302 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 9.13% | 56,162 | SEC filing ↗Filed Jul 31, 2024 |
| Q4 2023 | 6.41% | 36,258 | SEC filing ↗Filed Jul 30, 2024 |
| Q3 2023 | 5.87% | 36,063 | SEC filing ↗Filed Aug 1, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.87% | 36,063 | $15.42M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Aug 1, 2024 |
| Q4 2023 | 6.41% | 36,258 | $17.23M | Shares increased 0.54%; reported value increased 11.79%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q1 2024 | 9.13% | 56,162 | $29.38M | Shares increased 54.90%; reported value increased 70.46%, and weight changed +2.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q2 2024 | 9.18% | 55,302 | $30.10M | Shares decreased 1.53%; reported value increased 2.45%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 8.76% | 54,895 | $31.50M | Shares decreased 0.74%; reported value increased 4.65%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 10.72% | 56,913 | $33.36M | Shares increased 3.68%; reported value increased 5.90%, and weight changed +1.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.