SPYV Spdr Portfolio S&p 500 Value Etf

Ownership history in Compton Financial Group, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, LLC 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.

Peak position
18.46% (2025 Q4)
Avg. % of fund
14.28%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,434,747 +434,764 +43.5% 18.46% $81.5M $56.81
2025 Q3 ADDED 999,983 +27,586 +2.8% 13.32% $55.3M $55.03
2025 Q2 ADDED 972,397 +236,573 +32.2% 13.24% $50.9M $51.81
2025 Q1 REDUCED 735,824 -252,708 -25.6% 10.82% $37.6M $50.30
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)
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