Whipplewood Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Whipplewood Advisors’s Portfolio SPFF Stock Details SPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Buy	26,649 +59	+0.2%	+$546	0.12%	123
2025 Q4	$248K	Buy	26,590 +1,038	+4%	+$9.62K	0.16%	110
2025 Q3	$236K	Buy	25,552 +1,375	+6%	+$12.7K	0.16%	114
2025 Q2	$217K	Buy	24,177 +24,174	+805,800%	+$211K	0.12%	157
2025 Q1	$216K	Sell	3 -24,312	-100%	-$225K	0.13%	147
2024 Q4	$225K	Buy	+24,315	New	+$235K	0.13%	145

Other funds holding SPFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whipplewood Advisors's SPFF Position: Q1 2026 in Review

Whipplewood Advisors increased its Global X SuperIncome Preferred ETF (SPFF) stake by 0.22% in Q1 2026, buying an estimated $546 and bringing the position to 26,649 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #123.

Whipplewood Advisors first reported a position in SPFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $248K in Q4 2025. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Whipplewood Advisors held 26,649 shares of Global X SuperIncome Preferred ETF worth $237K as of Q1 2026.
Whipplewood Advisors bought 59 Global X SuperIncome Preferred ETF shares in Q1 2026, an estimated $546.
Global X SuperIncome Preferred ETF made up 0.12% of Whipplewood Advisors's portfolio in Q1 2026, its #123 holding.
Whipplewood Advisors first reported a position in Global X SuperIncome Preferred ETF in Q4 2024 and has held it in 6 quarters since.
Whipplewood Advisors's Global X SuperIncome Preferred ETF position peaked at $248K in Q4 2025.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.