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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
Q3 		$26K Buy
327
+28
+9% +$2.44K 0.01% 735
2026
Q2 		$25.6K Hold
299
– – 0.01% 727
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

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

True Wealth Design's SPB Position: Q3 2026 in Review

True Wealth Design increased its Spectrum Brands (SPB) stake by 9.4% in Q3 2026, buying an estimated $2.44K and bringing the position to 327 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #735.

True Wealth Design first reported a position in SPB in Q3 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold SPB as of Q3 2026.

  • True Wealth Design held 327 shares of Spectrum Brands worth $26K as of Q3 2026.
  • True Wealth Design bought 28 Spectrum Brands shares in Q3 2026, an estimated $2.44K.
  • Spectrum Brands made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #735 holding.
  • True Wealth Design first reported a position in Spectrum Brands in Q3 2024 and has held it in 9 quarters since.
  • 16 funds tracked by Wall St. Rank held Spectrum Brands as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.