SPYV — SPDR SER TR

Ownership history in Phoenix Wealth Advisors  ·  13 quarters on record

This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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
2.63% (2025 Q1)
Avg. % of fund
1.67%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 94,764 +956 +1.0% 2.07% $5.4M $56.81
2025 Q3 REDUCED 93,808 -11,402 -10.8% 1.99% $5.2M $55.03
2025 Q2 REDUCED 105,210 -12,894 -10.9% 2.31% $5.5M $51.81
2025 Q1 ADDED 118,104 +22,614 +23.7% 2.63% $6.0M $50.30
9 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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