SPYV — SPDR PORTFOLIO SP 500 VALUE

Ownership history in Olde Wealth Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Olde Wealth Management, LLC reported a position in SPDR PORTFOLIO SP 500 VALUE (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
3.11% (2024 Q1)
Avg. % of fund
2.64%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 160,999 +5,074 +3.3% 2.81% $9.1M $56.81
2025 Q3 ADDED 155,925 +15,362 +10.9% 2.70% $8.7M $55.03
2025 Q1 ADDED 140,563 +12,273 +9.6% 2.53% $7.2M $50.30
2024 Q4 REDUCED 128,290 -1,873 -1.4% 2.34% $6.6M $50.19
3 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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