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 Q2	$248K	Sell	26,418 -231	-0.9%	-$2.17K	0.17%	94
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 $445B AUM 25.58% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Whipplewood Advisors's SPFF Position: Q2 2026 in Review

Whipplewood Advisors reduced its Global X SuperIncome Preferred ETF (SPFF) stake by 0.87% in Q2 2026, selling an estimated $2.17K and leaving 26,418 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #94.

Whipplewood Advisors first reported a position in SPFF in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2026.

Whipplewood Advisors held 26,418 shares of Global X SuperIncome Preferred ETF worth $248K as of Q2 2026.
Whipplewood Advisors sold 231 Global X SuperIncome Preferred ETF shares in Q2 2026, an estimated $2.17K.
Global X SuperIncome Preferred ETF made up 0.17% of Whipplewood Advisors's portfolio in Q2 2026, its #94 holding.
Whipplewood Advisors first reported a position in Global X SuperIncome Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Global X SuperIncome Preferred ETF position peaked at $248K in Q4 2025.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.