SPYV — SPDR PORTFOLIO S&P 500 VALUE ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  31 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.39% in 2024 Q1. The latest visible filing shows SPYV at 3.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in SPDR PORTFOLIO S&P 500 VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPYV was reported at 3.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPYV stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SPYV — position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 855,339 +29,493 +3.6% 3.06% $48.6M 2026-02-14 (Est.) $58.77
2025 Q3 ADDED 825,846 +36,687 +4.6% 3.07% $45.7M 2025-11-12 $56.35
2025 Q2 REDUCED 789,159 -456 -0.1% 2.97% $41.3M 2025-08-04 $51.93
2025 Q1 ADDED 789,615 +40,116 +5.4% 3.22% $40.3M 2025-04-23 $47.24
2024 Q4 ADDED 749,499 +30,292 +4.2% 3.11% $38.3M 2025-02-10 $51.13
2024 Q3 REDUCED 719,207 -41,657 -5.5% 3.20% $38.0M 2024-10-28 $51.41
2024 Q2 ADDED 760,864 +44,708 +6.2% 3.30% $37.1M 2024-08-06 $47.55
2024 Q1 ADDED 716,156 +22,035 +3.2% 3.39% $35.9M 2024-05-01 $45.97
2023 Q4 ADDED 694,121 +57,804 +9.1% 3.29% $32.4M 2024-01-10 $44.61
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPYV

As of 2026 Q1 — sorted by position size

WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.69% Financial Insights, Inc. 3Y 7Y 0.32% Somerset Trust Co 3Y 7Y 0.13% BEACON FINANCIAL GROUP 3Y 7Y 0.07% Noble Wealth Management PBC 0.06% Hickory Point Bank & Trust 0.06% First Financial Bank - Trust Division 3Y 7Y 0.04% MJT & Associates Financial Advisory Group, Inc. 0.03% Byrne Asset Management LLC 3Y 0.03%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SPYV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning SPYV?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPYV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYV position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for SPYV was 3.39% in 2024 Q1.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 855,339 shares, equal to 3.06% of portfolio, with an estimated market value of $48.6M.

What does the chart on this SPYV ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly SPYV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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