Ownership history in POWER WEALTH MANAGEMENT LLC · 9 quarters on record
This page tracks every 13F SEC filing in which POWER WEALTH MANAGEMENT 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 | 267,730 | +5,085 | +1.9% | 5.35% | $15.2M | $56.81 |
| 2025 Q3 | ADDED | 262,645 | +25,408 | +10.7% | 5.29% | $14.5M | $55.03 |
| 2025 Q2 | ADDED | 237,237 | +12,522 | +5.6% | 4.77% | $12.4M | $51.81 |
| 2025 Q1 | ADDED | 224,715 | +20,489 | +10.0% | 4.64% | $11.5M | $50.30 |
| 2024 Q4 | ADDED | 204,226 | +17,351 | +9.3% | 4.36% | $10.4M | $50.19 |
| 2024 Q3 | ADDED | 186,875 | +23,958 | +14.7% | 4.22% | $9.9M | $51.53 |
| 2024 Q2 | ADDED | 162,917 | +86,081 | +112.0% | 3.79% | $7.9M | $47.27 |
| 2024 Q1 | ADDED | 76,836 | +7,444 | +10.7% | 2.42% | $3.8M | $48.30 |
| 2023 Q4 | INITIATED | 69,392 | — | — | 2.25% | $3.2M | — |
As of 2025 Q4 — sorted by position size