SFM
WEL

Spartan Fund Management’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Spartan Fund Management’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-146,234
Closed -$1.72M – 105
2024
Q3 		$1.72M Buy
146,234
+25,100
+21% +$294K 5.2% 5
2024
Q2 		$1.4M Buy
121,134
+10,728
+10% +$123K 3.94% 10
2024
Q1 		$1.26M Buy
+110,406
New +$1.24M 2.57% 17

Other funds holding WEL

MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return

Spartan Fund Management's WEL Position: Q4 2024 in Review

Spartan Fund Management sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 146,234 shares — an estimated $1.72M sold.

Spartan Fund Management first reported a position in WEL in Q1 2024 and held it in 3 quarters. The position peaked at $1.72M in Q3 2024. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

  • Spartan Fund Management reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
  • Spartan Fund Management sold 146,234 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $1.72M.
  • Spartan Fund Management first reported a position in Integrated Wellness Acquisition Corp in Q1 2024 and held it in 3 quarters.
  • Spartan Fund Management's Integrated Wellness Acquisition Corp position peaked at $1.72M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on Spartan Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.