SPYV SPDR SER TR

Ownership history in Tranquilli Financial Advisor LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Tranquilli Financial Advisor 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
4.21% (2023 Q4)
Avg. % of fund
2.46%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 57,293 -417 -0.7% 1.89% $3.3M $56.81
2025 Q3 REDUCED 57,710 -19,541 -25.3% 1.89% $3.2M $55.03
2025 Q2 REDUCED 77,251 -30,701 -28.4% 2.50% $4.0M $51.81
2025 Q1 REDUCED 107,952 -1,258 -1.2% 3.49% $5.5M $50.30
2024 Q4 ADDED 109,210 +69,376 +174.2% 3.54% $5.6M $50.19
2024 Q3 REDUCED 39,834 -49,036 -55.2% 1.32% $2.1M $51.53
2024 Q2 REDUCED 88,870 -7,384 -7.7% 2.89% $4.3M $47.27
2024 Q1 REDUCED 96,254 -31,718 -24.8% 3.22% $4.8M $48.30
2023 Q4 ADDED 127,972 +46,780 +57.6% 4.21% $6.0M $44.72
2023 Q3 REDUCED 81,192 -3,211 -3.8% 2.42% $3.3M $39.37
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)
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