SPYV — SPDR SER TR

Ownership history in Key FInancial Inc  ·  24 quarters on record

This page tracks every 13F SEC filing in which Key FInancial 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
2.17% (2022 Q1)
Avg. % of fund
1.56%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 148,764 -3,385 -2.2% 1.54% $8.5M $56.81
2025 Q3 REDUCED 152,149 -1,495 -1.0% 1.56% $8.4M $55.03
2025 Q2 ADDED 153,644 +11,514 +8.1% 1.62% $8.0M $51.81
2025 Q1 REDUCED 142,130 -963 -0.7% 1.58% $7.3M $50.30
20 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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