SMLV — SPDR SER TR

Ownership history in DORVAL Corp  ·  9 quarters on record

This page tracks every 13F SEC filing in which DORVAL Corp reported a position in SPDR SER TR (SMLV). 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
3.75% (2025 Q1)
Avg. % of fund
3.46%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 80,282 +2,744 +3.5% 3.36% $10.5M $131.13
2025 Q3 ADDED 77,538 +3,336 +4.5% 3.33% $10.1M $128.74
2025 Q2 ADDED 74,202 +2,986 +4.2% 3.32% $9.3M $123.32
2025 Q1 ADDED 71,216 +455 +0.6% 3.75% $9.3M $120.29
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMLV price (monthly, adj. close)

Other funds also holding SMLV

As of 2025 Q4 — sorted by position size

Portland Financial Advisors Inc 1.18% McNaughton Wealth Management, LLC 3Y 1.06% Johnson & White Wealth Management, LLC 3Y 0.78% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.37% HF Advisory Group, LLC 3Y 0.37% Navis Wealth Advisors, LLC 3Y 0.34% COWA, LLC 3Y 0.31% IAG Wealth Partners, LLC 3Y 0.19% Swisher Financial Concepts, Inc. 0.18% Insight Advisors, LLC/ PA 3Y 0.17%
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