Wealth Advisors of Tampa Bay’s Suburban Propane Partners SPH Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio SPH Stock Details SPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Hold	13,455	–	–	0.09%	82
2025 Q4	$249K	Hold	13,455	–	–	0.09%	83
2025 Q3	$251K	Hold	13,455	–	–	0.08%	85
2025 Q2	$249K	Hold	13,455	–	–	0.09%	83
2025 Q1	$283K	Hold	13,455	–	–	0.11%	79
2024 Q4	$231K	Hold	13,455	–	–	0.1%	81
2024 Q3	$241K	Hold	13,455	–	–	0.1%	79
2024 Q2	$256K	Hold	13,455	–	–	0.12%	74
2024 Q1	$275K	Hold	13,455	–	–	0.13%	72
2023 Q4	$239K	Sell	13,455 -13,455	-50%	-$229K	0.12%	74
2023 Q3	$432K	Buy	26,910 +16,885	+168%	+$249K	0.12%	71
2023 Q2	$148K	Buy	+10,025	New	+$152K	0.08%	75

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return