TWD
SPT icon

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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return