Ownership history in HOWE & RUSLING INC · 6 quarters on record
This page tracks every 13F SEC filing in which HOWE & RUSLING 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,618 | -1,740 | -51.8% | 0.01% | $90K | $55.03 |
| 2025 Q2 | ADDED | 3,358 | +116 | +3.6% | 0.01% | $176K | $51.81 |
| 2025 Q1 | REDUCED | 3,242 | -1,168 | -26.5% | 0.01% | $166K | $50.30 |
| 2024 Q4 | ADDED | 4,410 | +3,999 | +973.0% | 0.02% | $226K | $50.19 |
| 2024 Q2 | ADDED | 411 | +373 | +981.6% | 0.00% | $20K | $47.27 |
| 2023 Q4 | INITIATED | 38 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size