• 13F History

Spectrum Planning & Advisory Services Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$115M
Signature - Title
Brentt Hoover - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Spectrum Planning & Advisory Services Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spectrum Planning & Advisory Services Inc. reported 61 stock holdings with total value $115M as of Q4 2024. Top holdings included SPLG, IVW, DYNF, QUAL, and IUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 61 $115M +$17.2M -$2.14M +$15.1M SPLG, IVW, DYNF, QUAL, IUSB 13F-HR 1/22/2025, 04:39 PM
Q3 2024 56 $104M +$10.4M -$14.1M -$3.67M SPLG, IVW, QUAL, DYNF, SCHZ 13F-HR 11/8/2024, 09:20 AM
Q2 2024 54 $104M +$47.3M -$22.1M +$25.2M SPLG, IUSB, IVW, BIL, QUAL 13F-HR 7/18/2024, 12:14 PM
Q4 2023 50 $70.6M +$5.52M -$3.97M +$1.55M SPLG, QUAL, EFV, ESGU, EFG 13F-HR 1/18/2024, 10:10 AM
Q3 2023 44 $63.4M +$8.25M -$8.66M -$410K SPLG, EFV, QUAL, EFG, ESGU 13F-HR 10/24/2023, 05:07 PM
Q2 2023 41 $66.8M +$3.05M -$789K +$2.26M SPLG, QUAL, ESGU, EFG, EFV 13F-HR 7/24/2023, 11:55 AM
Q1 2023 37 $61.6M +$15.3M -$20.9M -$5.62M SPLG, QUAL, ESGU, EFG, EFV 13F-HR 4/18/2023, 04:14 PM
Q4 2022 41 $73.3M +$15.5M -$18.1M -$2.67M SPLG, VTI, ESGU, SH, EFV 13F-HR 1/19/2023, 05:49 PM
Q3 2022 57 $96.7M +$28.8M -$20.4M +$8.37M SPLG, ESGU, GOVT, BIL, SCHZ 13F-HR 10/14/2022, 09:09 PM
Q2 2022 42 $95.9M +$10M -$6.65M +$3.36M SPLG, ESGU, VGSH, BIL, SPTS 13F-HR 7/14/2022, 07:18 PM
Q1 2022 43 $109M +$16.4M -$5.3M +$11.1M SPLG, ESGU, VGSH, BIL, SPTS 13F-HR 4/18/2022, 05:05 PM
Q4 2021 51 $110M +$11.2M -$5.62M +$5.54M ESGU, SPLG, VGSH, BIL, SPTS 13F-HR 1/18/2022, 05:27 PM
Q3 2021 46 $102M +$11.8M -$12.3M -$549K ESGU, SPLG, VGSH, BIL, SPTS 13F-HR 10/13/2021, 10:19 AM
Q2 2021 46 $104M +$11.4M -$9.62M +$1.77M ESGU, GOVT, VGSH, SPLG, BIL 13F-HR 7/19/2021, 04:44 PM
Q1 2021 46 $97.3M +$25.3M -$21.8M +$3.47M ESGU, GOVT, VGSH, BIL, SPTS 13F-HR 4/26/2021, 06:38 PM
Q4 2020 41 $92.7M ESGU, VGSH, BIL, SPTS, GOVT 13F-HR 2/2/2021, 02:13 PM