SPYV — SPDR SERIES TRUST

Ownership history in N.E.W. Advisory Services LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which N.E.W. Advisory Services LLC reported a position in SPDR SERIES TRUST (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
9.02% (2022 Q4)
Avg. % of fund
7.85%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,523,011 +121,672 +8.7% 6.40% $86.5M $56.81
2025 Q3 ADDED 1,401,339 +28,862 +2.1% 6.93% $77.5M $55.03
2025 Q2 REDUCED 1,372,477 -527,633 -27.8% 6.97% $71.8M $51.81
2025 Q1 ADDED 1,900,110 +347,494 +22.4% 7.43% $97.0M $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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