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True Wealth Design’s Sprout Social SPT Stock Holding History

True Wealth Design’s Portfolio SPT Stock Details SPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.7K Hold
993
– – ﹤0.01% 1078
2026
Q2 		$7.5K Buy
993
+941
+1,810% +$6.12K ﹤0.01% 1173
2026
Q1 		$297 Sell
52
-246
-83% -$1.9K ﹤0.01% 2222
2025
Q4 		$3.36K Buy
298
+295
+9,833% +$3.19K ﹤0.01% 1246
2025
Q3 		$39 Sell
3
-56
-95% -$914 ﹤0.01% 2602
2025
Q2 		$1.23K Sell
59
-69
-54% -$1.46K ﹤0.01% 1384
2025
Q1 		$2.81K Buy
+128
New +$3.72K ﹤0.01% 889

Other funds holding SPT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

True Wealth Design held its Sprout Social (SPT) position steady in Q3 2026 at 993 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

True Wealth Design first reported a position in SPT in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold SPT as of Q3 2026.

  • True Wealth Design held 993 shares of Sprout Social worth $9.7K as of Q3 2026.
  • True Wealth Design left its Sprout Social share count unchanged in Q3 2026.
  • Sprout Social made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1078 holding.
  • True Wealth Design first reported a position in Sprout Social in Q1 2025 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Sprout Social as of Q3 2026.

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