SPYV — SPDR SER TR

Ownership history in Continuum Advisory, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, 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.

Peak position
0.19% (2022 Q4)
Avg. % of fund
0.06%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,771 -3,012 -21.9% 0.06% $596K $55.03
2025 Q2 ADDED 13,783 +7,220 +110.0% 0.09% $721K $51.81
2025 Q1 ADDED 6,563 +603 +10.1% 0.04% $335K $50.30
2024 Q4 ADDED 5,960 +4 +0.1% 0.04% $305K $50.19
5 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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