SPYV — SPDR SERIES TRUST

Ownership history in Executive Wealth Management, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in SPDR SERIES TRUST (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
2.58% (2024 Q2)
Avg. % of fund
1.52%
First filed
2019 Q3
Last filed
2024 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 279,399 -4,896 -1.7% 1.12% $14.3M $50.19
2024 Q3 REDUCED 284,295 -4,478 -1.6% 1.91% $15.0M $51.53
2024 Q2 REDUCED 288,773 -131,524 -31.3% 2.58% $14.1M $47.27
2024 Q1 ADDED 420,297 +12,621 +3.1% 1.83% $20.9M $48.30
14 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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