Ownership history in Foguth Wealth Management, LLC. · 5 quarters on record
This page tracks every 13F SEC filing in which Foguth Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 381,304 | +111,995 | +41.6% | 3.37% | $21.7M | $56.60 |
| 2025 Q2 | REDUCED | 269,309 | -207,237 | -43.5% | 3.02% | $14.1M | $51.62 |
| 2025 Q1 | ADDED | 476,546 | +268,060 | +128.6% | 5.91% | $24.3M | $50.12 |
| 2024 Q4 | ADDED | 208,486 | +178,603 | +597.7% | 2.87% | $11.0M | $50.01 |
| 2024 Q3 | INITIATED | 29,883 | — | — | 0.57% | $1.6M | $51.34 |
As of 2025 Q4 — sorted by position size