SPYV β€” SPDR SER TR

Ownership history in Priebe Wealth Holdings LLC  Β·  7 quarters on record

AI Ownership Summary

Priebe Wealth Holdings LLC reported SPDR SER TR (SPYV) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 3.11% in 2024 Q2. The latest visible filing shows SPYV at 1.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Priebe Wealth Holdings LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SPYV was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.11% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Priebe Wealth Holdings LLC held SPYV β€” position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 30,077 -48,261 -61.6% 1.36% $1.6M 2025-08-14 (Est.) $53.41
2025 Q1 REDUCED 78,338 -2,268 -2.8% 2.50% $4.0M 2025-04-14 $47.51
2024 Q4 ADDED 80,606 +1,781 +2.3% 2.79% $4.1M 2025-01-16 $50.53
2024 Q3 REDUCED 78,825 -1,722 -2.1% 3.04% $4.2M 2024-10-10 $51.11
2024 Q2 ADDED 80,547 +2,956 +3.8% 3.11% $3.9M 2024-07-17 $49.28
2024 Q1 ADDED 77,591 +936 +1.2% 3.03% $3.9M 2024-04-12 $46.01
2023 Q4 INITIATED 76,655 β€” β€” 2.93% $3.6M 2024-01-26 $44.75

FAQ About Priebe Wealth Holdings LLC and SPYV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Priebe Wealth Holdings LLC reported owning SPYV?

Priebe Wealth Holdings LLC reported SPYV across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SPYV position in Priebe Wealth Holdings LLC's portfolio?

The largest reported portfolio weight for SPYV was 3.11% in 2024 Q2.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q2, when Priebe Wealth Holdings LLC reported 30,077 shares, equal to 1.36% of portfolio, with an estimated market value of $1.6M.

What does the chart on this SPYV ownership page compare?

The chart compares Priebe Wealth Holdings LLC's quarterly SPYV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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