Ownership history in Laurel Wealth Planning LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Laurel Wealth Planning 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 | 163,295 | +4,382 | +2.8% | 5.14% | $9.3M | $56.81 |
| 2025 Q3 | ADDED | 158,913 | +2,263 | +1.4% | 4.65% | $8.8M | $55.03 |
| 2025 Q2 | ADDED | 156,650 | +5,396 | +3.6% | 4.66% | $8.2M | $51.81 |
| 2025 Q1 | ADDED | 151,254 | +11,377 | +8.1% | 5.13% | $7.7M | $50.30 |
| 2024 Q4 | ADDED | 139,877 | +4,025 | +3.0% | 4.61% | $7.2M | $50.19 |
| 2024 Q3 | REDUCED | 135,852 | -8,337 | -5.8% | 4.69% | $7.2M | $51.53 |
| 2024 Q2 | ADDED | 144,189 | +1,163 | +0.8% | 4.89% | $7.0M | $47.27 |
| 2024 Q1 | ADDED | 143,026 | +553 | +0.4% | 4.76% | $7.2M | $48.30 |
| 2023 Q4 | ADDED | 142,473 | +9,444 | +7.1% | 4.70% | $6.6M | $44.72 |
| 2023 Q3 | ADDED | 133,029 | +12,331 | +10.2% | 4.27% | $5.5M | $39.37 |
As of 2025 Q4 — sorted by position size