SPYV SPDR SER TR

Ownership history in RIVERSEDGE ADVISORS, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which RIVERSEDGE ADVISORS, 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.

Peak position
9.98% (2020 Q1)
Avg. % of fund
6.83%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 465,712 -16,158 -3.4% 4.30% $26.5M $56.81
2025 Q3 REDUCED 481,870 -21,833 -4.3% 4.47% $26.7M $55.03
2025 Q2 REDUCED 503,703 -38,572 -7.1% 5.16% $26.4M $51.81
2025 Q1 REDUCED 542,275 -1,874 -0.3% 6.18% $27.7M $50.30
2024 Q4 ADDED 544,149 +3,671 +0.7% 6.29% $27.8M $50.19
2024 Q3 ADDED 540,478 +5,957 +1.1% 6.48% $28.6M $51.53
2024 Q2 REDUCED 534,521 -3,128 -0.6% 6.35% $26.1M $47.27
2024 Q1 ADDED 537,649 +1,012 +0.2% 6.64% $26.9M $48.30
2023 Q4 REDUCED 536,637 -1,377 -0.3% 6.86% $25.0M $44.72
2023 Q3 ADDED 538,014 +15,640 +3.0% 6.55% $22.2M $39.37
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)
← Back to RIVERSEDGE ADVISORS, LLC Holdings