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True Wealth Design’s Spok Holdings SPOK Stock Holding History

True Wealth Design’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$766 Buy
73
+59
+421% +$630 ﹤0.01% 2016
2026
Q2 		$144 Buy
14
+7
+100% +$76 ﹤0.01% 2503
2026
Q1 		$77 Sell
7
-38
-84% -$484 ﹤0.01% 2509
2025
Q4 		$594 Buy
+45
New +$637 ﹤0.01% 1896

Other funds holding SPOK

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design increased its Spok Holdings (SPOK) stake by 421% in Q3 2026, buying an estimated $630 and bringing the position to 73 shares worth $766. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

True Wealth Design first reported a position in SPOK in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold SPOK as of Q3 2026.

  • True Wealth Design held 73 shares of Spok Holdings worth $766 as of Q3 2026.
  • True Wealth Design bought 59 Spok Holdings shares in Q3 2026, an estimated $630.
  • Spok Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2016 holding.
  • True Wealth Design first reported a position in Spok Holdings in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2026.

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