SPYV SPDR SER TR

Ownership history in FINANCIAL MANAGEMENT NETWORK INC  ·  13 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL MANAGEMENT NETWORK 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.

Peak position
0.27% (2021 Q3)
Avg. % of fund
0.17%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,901 +91 +1.9% 0.05% $274K $55.03
2024 Q3 REDUCED 4,810 -442 -8.4% 0.05% $254K $51.53
2024 Q1 REDUCED 5,252 -3,431 -39.5% 0.06% $257K $48.30
2023 Q3 REDUCED 8,683 -841 -8.8% 0.12% $354K $39.37
2023 Q2 REDUCED 9,524 -1,104 -10.4% 0.14% $413K $41.03
2022 Q4 REDUCED 10,628 -162 -1.5% 0.19% $421K $36.60
2022 Q3 REDUCED 10,790 -385 -3.4% 0.19% $394K $32.26
2022 Q2 REDUCED 11,175 -732 -6.1% 0.22% $417K $34.23
2021 Q4 REDUCED 11,907 -1,475 -11.0% 0.23% $507K $38.63
2021 Q3 ADDED 13,382 +592 +4.6% 0.27% $527K $35.65
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% of Fund (quarterly)    SPYV price (monthly, adj. close)
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