SPYV — SPDR SER TR

Ownership history in TRITONPOINT WEALTH, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which TRITONPOINT WEALTH, 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
0.45% (2025 Q1)
Avg. % of fund
0.4%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 91,201 -1,994 -2.1% 0.43% $5.0M $55.03
2025 Q2 ADDED 93,195 +231 +0.2% 0.45% $4.9M $51.81
2025 Q1 ADDED 92,964 +18,930 +25.6% 0.45% $4.7M $50.30
2024 Q4 REDUCED 74,034 -814 -1.1% 0.34% $3.8M $50.19
2024 Q3 REDUCED 74,848 -8,110 -9.8% 0.36% $3.9M $51.53
2024 Q2 INITIATED 82,958 — — 0.39% $4.0M —
% 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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