SPYV — SPDR SERIES TRUST

Ownership history in Private Advisor Group, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, 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
1.05% (2025 Q1)
Avg. % of fund
0.35%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,831,792 -49,291 -1.7% 0.76% $160.9M $56.81
2025 Q3 REDUCED 2,881,083 -43,971 -1.5% 0.78% $159.4M $55.03
2025 Q2 REDUCED 2,925,054 -486,463 -14.3% 0.82% $153.1M $51.81
2025 Q1 ADDED 3,411,517 +448,738 +15.1% 1.05% $174.2M $50.30
31 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%
← Back to Private Advisor Group, LLC Holdings