Ownership history in SOA Wealth Advisors, LLC. · 8 quarters on record
This page tracks every 13F SEC filing in which SOA Wealth Advisors, LLC. reported a position in SPDR PORTFOLIO S&P 500 VALUE ETF (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 | REDUCED | 157,159 | -15,982 | -9.2% | 1.51% | $8.9M | $56.60 |
| 2025 Q3 | REDUCED | 173,141 | -63,560 | -26.9% | 1.64% | $9.6M | $54.82 |
| 2025 Q2 | REDUCED | 236,701 | -87,573 | -27.0% | 2.33% | $12.4M | $51.62 |
| 2025 Q1 | ADDED | 324,274 | +96,583 | +42.4% | 3.46% | $16.6M | $50.12 |
| 2024 Q4 | ADDED | 227,691 | +74,565 | +48.7% | 2.14% | $11.6M | $50.01 |
| 2024 Q3 | ADDED | 153,126 | +43,857 | +40.1% | 1.54% | $8.1M | $51.34 |
| 2024 Q2 | ADDED | 109,269 | +97,727 | +846.7% | 1.07% | $5.3M | $47.09 |
| 2024 Q1 | INITIATED | 11,542 | — | — | 0.12% | $578K | — |
As of 2025 Q4 — sorted by position size