SPYV — SPDR SERIES TRUST

Ownership history in SkyOak Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which SkyOak Wealth, 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
5.08% (2025 Q4)
Avg. % of fund
2.84%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 496,987 +43,394 +9.6% 5.08% $28.2M $56.81
2025 Q3 ADDED 453,593 +5,521 +1.2% 4.74% $25.1M $55.03
2025 Q2 ADDED 448,072 +27,281 +6.5% 4.71% $23.5M $51.81
2025 Q1 ADDED 420,791 +19,217 +4.8% 4.71% $21.5M $50.30
21 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%
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