Ownership history in Blue Barn Wealth, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC reported a position in SPDR SER TR (SLYV). 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 | REDUCED | 25,127 | -28,572 | -53.2% | 3.33% | $2.3M | $90.97 |
| 2025 Q3 | ADDED | 53,699 | +2,603 | +5.1% | 2.09% | $4.8M | $88.09 |
| 2025 Q2 | ADDED | 51,096 | +6,453 | +14.5% | 1.92% | $4.1M | $78.85 |
| 2025 Q1 | ADDED | 44,643 | +3,556 | +8.7% | 1.83% | $3.5M | $77.07 |
| 2024 Q4 | ADDED | 41,087 | +2,208 | +5.7% | 1.89% | $3.6M | $85.39 |
| 2024 Q3 | ADDED | 38,879 | +1,991 | +5.4% | 1.73% | $3.4M | $84.31 |
| 2024 Q2 | ADDED | 36,888 | +1,565 | +4.4% | 1.61% | $2.9M | $75.65 |
| 2024 Q1 | ADDED | 35,323 | +650 | +1.9% | 1.63% | $2.9M | $79.62 |
| 2023 Q4 | ADDED | 34,673 | +2,701 | +8.4% | 1.72% | $2.9M | $79.59 |
| 2023 Q3 | ADDED | 31,972 | +2,126 | +7.1% | 1.52% | $2.3M | $68.62 |
As of 2025 Q4 — sorted by position size