SPYV SPDR PORTFOLIO

Ownership history in IFG Advisory, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in SPDR PORTFOLIO (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
0.84% (2023 Q2)
Avg. % of fund
0.54%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 313,783 +31,925 +11.3% 0.78% $17.8M $56.81
2025 Q3 ADDED 281,858 +11,934 +4.4% 0.71% $15.6M $55.03
2025 Q2 ADDED 269,924 +82,145 +43.7% 0.71% $14.1M $51.81
2025 Q1 REDUCED 187,779 -40,166 -17.6% 0.53% $9.6M $50.30
2024 Q4 ADDED 227,945 +60,923 +36.5% 0.66% $11.7M $50.19
2024 Q3 ADDED 167,022 +57,024 +51.8% 0.56% $8.8M $51.53
2024 Q2 ADDED 109,998 +7,283 +7.1% 0.34% $5.4M $47.27
2024 Q1 REDUCED 102,715 -34,563 -25.2% 0.38% $5.1M $48.30
2023 Q4 ADDED 137,278 +9,323 +7.3% 0.47% $6.4M $44.72
2023 Q3 REDUCED 127,955 -90,154 -41.3% 0.44% $5.3M $39.37
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)
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