Ownership history in VIAWEALTH, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which VIAWEALTH, LLC reported a position in SPDR S&P 500 ETF TR (SPY). 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 | 550 | -12 | -2.1% | 0.21% | $375K | $680.06 |
| 2025 Q3 | ADDED | 562 | +362 | +181.0% | 0.20% | $374K | $662.41 |
| 2025 Q3 | REDUCED | 200 | -362 | -64.4% | 0.00% | $3K | $662.41 |
| 2025 Q2 | ADDED | 562 | +1 | +0.2% | 0.21% | $347K | $612.65 |
| 2025 Q1 | ADDED | 561 | +72 | +14.7% | 0.19% | $314K | $553.05 |
| 2024 Q4 | UNCHANGED | 489 | — | 0% | 0.17% | $287K | $577.70 |
| 2024 Q3 | UNCHANGED | 489 | — | 0% | 0.16% | $281K | $563.66 |
| 2024 Q2 | REDUCED | 489 | -11 | -2.2% | 0.17% | $266K | $533.00 |
| 2024 Q2 | ADDED | 500 | +11 | +2.2% | 0.00% | $780 | $533.00 |
| 2024 Q1 | UNCHANGED | 489 | — | 0% | 0.16% | $256K | $510.64 |
As of 2025 Q4 — sorted by position size