Ownership history in Private Wealth Group, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Private Wealth Group, 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 | 198,515 | +9,005 | +4.8% | 5.41% | $11.3M | $56.81 |
| 2025 Q3 | ADDED | 189,510 | +11,292 | +6.3% | 5.22% | $10.5M | $55.03 |
| 2025 Q2 | ADDED | 178,218 | +15,611 | +9.6% | 4.96% | $9.3M | $51.81 |
| 2025 Q1 | REDUCED | 162,607 | -108,046 | -39.9% | 4.88% | $8.3M | $50.30 |
| 2024 Q4 | ADDED | 270,653 | +7,751 | +2.9% | 6.77% | $13.8M | $50.19 |
| 2024 Q3 | REDUCED | 262,902 | -4,836 | -1.8% | 6.95% | $13.9M | $51.53 |
| 2024 Q2 | ADDED | 267,738 | +468 | +0.2% | 6.85% | $13.0M | $47.27 |
| 2024 Q1 | ADDED | 267,270 | +5,544 | +2.1% | 6.94% | $13.4M | $48.30 |
| 2023 Q4 | ADDED | 261,726 | +13,429 | +5.4% | 6.93% | $12.2M | $44.72 |
| 2023 Q3 | ADDED | 248,297 | +99,269 | +66.6% | 6.71% | $10.2M | $39.37 |
As of 2025 Q4 — sorted by position size