SPYV — SPDR SER TR

Ownership history in BENJAMIN EDWARDS INC  ·  23 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC 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.

Peak position
1.45% (2020 Q4)
Avg. % of fund
0.78%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,524,255 +10,201 +0.7% 0.96% $86.6M $56.81
2025 Q3 REDUCED 1,514,054 -82,756 -5.2% 0.95% $83.8M $55.03
2025 Q2 ADDED 1,596,810 +310,336 +24.1% 1.06% $83.6M $51.81
2025 Q1 ADDED 1,286,474 +654,178 +103.5% 0.92% $65.7M $50.30
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)

Other funds also holding SPYV

As of 2025 Q4 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 21.05% Willis Johnson & Associates, Inc. 3Y 20.3% Compton Financial Group, LLC 3Y 18.46% BALANCED WEALTH GROUP LLC 16.02% Marathon Mission, Inc. 15.21% VISIONARY HORIZONS, LLC 12.99% Whitcomb & Hess, Inc. 3Y 12.9% Leslie Global Wealth, LLC 12.51% Octavia Wealth Advisors, LLC 3Y 12.42% Choice Wealth Advisors, LLC 3Y 12.0%
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