Position history for Dynasty Wealth Management, LLC's holdings in SPDR SERIES TRUST
Dynasty Wealth Management, LLC holds 3.6M shares of SPYV (SPDR SERIES TRUST), worth $205.7M as of 2025-Q4. The position was decreased (-23.5% shares). SPYV represents 2.0% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$205.7M
Current Shares
3.6M
Total Value Change
+$46.1M
Total Shares Change
+345,494
Other major holders of SPYV: Financial Engines Advisors L.L.C.
Decreased |
| 3.6M |
-23.5% |
| $205.7M |
| 2.0% |
| $57.20 |
0 |
| 2025-Q3 | Increased | 4.7M | +13.0% | $261.9M | 3.5% | $54.85 | 64 |
| 2025-Q2 | Decreased | 4.2M | -4.7% | $219.3M | 3.7% | $51.58 | 0 |
| 2025-Q1 | Increased | 4.4M | +32.7% | $224.4M | 3.7% | $49.87 | 72 |
| 2024-Q4 | Increased | 3.3M | +71.6% | $169.3M | 2.9% | $50.16 | 78 |
| 2024-Q3 | Decreased | 1.9M | -41.1% | $184.9M | 5.6% | $51.37 | 0 |
| 2024-Q2 | Increased | 3.3M | +7.3% | $159.6M | 4.7% | $47.27 | 60 |