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SPYV
Showing 8 of 9 quarters

Position history for Dynasty Wealth Management, LLC's holdings in SPDR SERIES TRUST

Dynasty Wealth Management, LLC holds 4M shares of SPYV (SPDR SERIES TRUST), worth $224.7M as of 2026-Q1. The position was increased (+9.7% shares). SPYV represents 2.0% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$224.7M

Current Shares

4M

Total Value Change

+$65.1M

Total Shares Change

+697,035

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4M
+9.7%
$224.7M2.0%$58.93
53
2025-Q4
Decreased
3.6M
-23.5%
$205.7M2.0%$57.20
0
2025-Q3
Increased
4.7M
+13.0%
$261.9M3.5%$54.85
64
2025-Q2
Decreased
4.2M
-4.7%
$219.3M3.7%$51.58
0
2025-Q1
Increased
4.4M
+32.7%
$224.4M3.7%$49.87
72
2024-Q4
Increased
3.3M
+71.6%
$169.3M2.9%$50.16
78
2024-Q3
Decreased
1.9M
-41.1%
$184.9M5.6%$51.37
0
2024-Q2
Increased
3.3M
+7.3%
$159.6M4.7%$47.27
60

Other major holders of SPYV: Financial Engines Advisors L.L.C.

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