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
2024 Q4 ADDED 550,904 +24,180 +4.6% 5.79% $28.2M $50.19
2024 Q3 ADDED 526,724 +7,320 +1.4% 6.08% $27.8M $51.53
2024 Q2 ADDED 519,404 +80,647 +18.4% 5.92% $25.3M $47.27
2024 Q1 ADDED 438,757 +144,741 +49.2% 5.54% $22.0M $48.30
2023 Q4 ADDED 294,016 +227,277 +340.5% 4.32% $13.7M $44.72
2023 Q3 ADDED 66,739 +10,295 +18.2% 0.98% $2.8M $39.37
10 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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