SPYV SPDR PORTFOLIO

Ownership history in TSFG, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which TSFG, LLC reported a position in SPDR PORTFOLIO (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
6.58% (2025 Q1)
Avg. % of fund
2.7%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 668,138 +88,711 +15.3% 5.67% $38.0M $56.81
2025 Q3 ADDED 579,427 +53,008 +10.1% 5.09% $32.1M $55.03
2025 Q2 REDUCED 526,419 -103,708 -16.5% 4.99% $27.6M $51.81
2025 Q1 ADDED 630,127 +79,223 +14.4% 6.58% $32.2M $50.30
16 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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