Ownership history in ATTICUS WEALTH MANAGEMENT, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which ATTICUS WEALTH MANAGEMENT, LLC reported a position in SPDR SER TR (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 271,841 | +9,774 | +3.7% | 3.81% | $15.4M | $56.81 |
| 2025 Q3 | REDUCED | 262,067 | -10,420 | -3.8% | 3.66% | $14.5M | $55.03 |
| 2025 Q2 | ADDED | 272,487 | +2,479 | +0.9% | 3.85% | $14.3M | $51.81 |
| 2025 Q1 | REDUCED | 270,008 | -125,784 | -31.8% | 4.50% | $13.8M | $50.30 |
| 2024 Q4 | REDUCED | 395,792 | -1,070 | -0.3% | 6.29% | $20.2M | $50.19 |
| 2024 Q3 | ADDED | 396,862 | +10,872 | +2.8% | 6.73% | $21.0M | $51.53 |
| 2024 Q2 | ADDED | 385,990 | +3,187 | +0.8% | 6.15% | $18.8M | $47.27 |
| 2024 Q1 | ADDED | 382,803 | +13,021 | +3.5% | 6.27% | $19.2M | $48.30 |
| 2023 Q4 | REDUCED | 369,782 | -54,086 | -12.8% | 6.08% | $17.2M | $44.72 |
| 2023 Q3 | UNCHANGED | 423,868 | — | 0% | 6.75% | $18.3M | $39.37 |
As of 2025 Q4 — sorted by position size