SWR
BTC

Spahn Wealth & Retirement’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Spahn Wealth & Retirement’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-53,398
Closed -$2.07M – 41
2025
Q4 		$2.07M Sell
53,398
-9,338
-15% -$414K 1.28% 24
2025
Q3 		$3.18M Sell
62,736
-1,305
-2% -$66.2K 1.88% 22
2025
Q2 		$3.06M Buy
64,041
+1,970
+3% +$86K 1.97% 23
2025
Q1 		$2.26M Buy
+62,071
New +$2.56M 1.66% 22

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HKAM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Spahn Wealth & Retirement's BTC Position: Q1 2026 in Review

Spahn Wealth & Retirement sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 53,398 shares — an estimated $2.07M sold.

Spahn Wealth & Retirement first reported a position in BTC in Q1 2025 and held it in 4 quarters. The position peaked at $3.18M in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Spahn Wealth & Retirement reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 53,398 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $2.07M.
  • Spahn Wealth & Retirement first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and held it in 4 quarters.
  • Spahn Wealth & Retirement's Grayscale Bitcoin Mini Trust ETF position peaked at $3.18M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.