Ownership history in Sensible Money, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Sensible Money, LLC reported a position in SPDR SER TR (SLYV). 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 | REDUCED | 20,011 | -475 | -2.3% | 0.58% | $1.8M | $90.97 |
| 2025 Q3 | REDUCED | 20,486 | -18 | -0.1% | 0.62% | $1.8M | $88.09 |
| 2025 Q2 | REDUCED | 20,504 | -32 | -0.2% | 0.62% | $1.6M | $78.85 |
| 2025 Q1 | REDUCED | 20,536 | -57 | -0.3% | 0.69% | $1.6M | $77.07 |
| 2024 Q4 | REDUCED | 20,593 | -165 | -0.8% | 0.79% | $1.8M | $85.39 |
| 2024 Q3 | ADDED | 20,758 | +443 | +2.2% | 0.79% | $1.8M | $84.31 |
| 2024 Q2 | REDUCED | 20,315 | -3,212 | -13.7% | 0.78% | $1.6M | $75.65 |
| 2024 Q1 | INITIATED | 23,527 | — | — | 1.87% | $1.7M | — |
As of 2025 Q4 — sorted by position size