Ownership history in VICUS CAPITAL · 19 quarters on record
This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in SPDR PORTFOLIO S&P 500 VALUE ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 731,625 | +28,653 | +4.1% | 3.12% | $41.6M | $56.81 |
| 2025 Q3 | ADDED | 702,972 | +57,529 | +8.9% | 2.97% | $38.9M | $55.03 |
| 2025 Q2 | ADDED | 645,443 | +60,081 | +10.3% | 2.81% | $33.8M | $51.81 |
| 2025 Q1 | REDUCED | 585,362 | -11,389 | -1.9% | 2.78% | $29.9M | $50.30 |
As of 2025 Q4 — sorted by position size