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.
| 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 |
| 2024 Q4 | ADDED | 632,296 | +8,336 | +1.3% | 0.46% | $32.3M | $50.19 |
| 2024 Q3 | ADDED | 623,960 | +581,565 | +1371.8% | 0.48% | $33.0M | $51.53 |
| 2024 Q2 | ADDED | 42,395 | +434 | +1.0% | 0.40% | $2.1M | $47.27 |
| 2024 Q1 | ADDED | 41,961 | +7,116 | +20.4% | 0.42% | $2.1M | $48.30 |
| 2023 Q4 | ADDED | 34,845 | +1,823 | +5.5% | 0.35% | $1.6M | $44.72 |
| 2023 Q3 | REDUCED | 33,022 | -2,492 | -7.0% | 0.32% | $1.4M | $39.37 |
As of 2025 Q4 — sorted by position size