TWD
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True Wealth Design’s Spectrum Brands SPB Stock Holding History

True Wealth Design’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22K Sell
299
-56
-16% -$3.99K 0.01% 675
2025
Q4 		$21K Sell
355
-7
-2% -$394 0.01% 591
2025
Q3 		$19K Buy
362
+289
+396% +$16K 0.01% 634
2025
Q2 		$3.87K Buy
73
+33
+83% +$1.97K ﹤0.01% 905
2025
Q1 		$2.86K Buy
40
+24
+150% +$1.88K ﹤0.01% 883
2024
Q4 		$1.35K Sell
16
-8
-33% -$724 ﹤0.01% 844
2024
Q3 		$2.28K Buy
+24
New +$2.12K ﹤0.01% 752

Other funds holding SPB

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return