Ownership history in Avior Wealth Management, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in SPDR S&P 500 VALUE ETF (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 | 689,717 | +29,243 | +4.4% | 1.22% | $39.2M | $56.81 |
| 2025 Q3 | ADDED | 660,474 | +41,113 | +6.6% | 1.18% | $36.5M | $55.03 |
| 2025 Q2 | ADDED | 619,361 | +12,189 | +2.0% | 1.12% | $32.4M | $51.81 |
| 2025 Q1 | ADDED | 607,172 | +3,244 | +0.5% | 1.18% | $31.0M | $50.30 |
| 2024 Q4 | ADDED | 603,928 | +4,755 | +0.8% | 1.13% | $30.9M | $50.19 |
| 2024 Q3 | ADDED | 599,173 | +12,132 | +2.1% | 1.26% | $31.7M | $51.53 |
| 2024 Q2 | ADDED | 587,041 | +88,549 | +17.8% | 1.23% | $28.6M | $47.27 |
| 2024 Q1 | ADDED | 498,492 | +23,081 | +4.9% | 1.16% | $25.0M | $48.30 |
| 2023 Q4 | ADDED | 475,411 | +27,848 | +6.2% | 1.34% | $22.2M | $44.72 |
| 2023 Q3 | REDUCED | 447,563 | -1,507 | -0.3% | 1.25% | $18.5M | $39.37 |
As of 2025 Q4 — sorted by position size