Ownership history in WEALTHGARDEN F.S. LLC · 6 quarters on record
This page tracks every 13F SEC filing in which WEALTHGARDEN F.S. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 62,870 | +14,426 | +29.8% | 2.41% | $3.7M | $56.81 |
| 2025 Q3 | ADDED | 48,444 | +119 | +0.2% | 1.93% | $2.7M | $55.03 |
| 2025 Q2 | ADDED | 48,325 | +7,523 | +18.4% | 2.12% | $2.6M | $51.81 |
| 2025 Q1 | ADDED | 40,802 | +10,819 | +36.1% | 2.00% | $2.1M | $50.30 |
| 2024 Q4 | REDUCED | 29,983 | -557 | -1.8% | 1.43% | $1.5M | $50.19 |
| 2024 Q2 | INITIATED | 30,540 | — | — | 1.57% | $1.5M | — |
As of 2025 Q4 — sorted by position size