Financial Engines Advisors L.L.C. SPYV SPDR Portfolio S&P 500 Value ETF

Ownership history in Financial Engines Advisors L.L.C.  ·  27 quarters on record

AI Ownership Summary

Financial Engines Advisors L.L.C. reported SPDR Portfolio S&P 500 Value ETF (SPYV) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 9.35% in 2026 Q1. The latest visible filing shows SPYV at 9.35% 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 Financial Engines Advisors L.L.C.'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
2026 Q1

SPYV was reported at 9.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.35% in 2026 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 2026 Q1

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.

How Financial Engines Advisors L.L.C. held SPYV — position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 81,414,415 -394,776 -0.5% 9.35% $4.61B 2026-05-14 $60.31
2025 Q4 ADDED 81,809,191 +79,829 +0.1% 8.81% $4.65B 2026-02-12 $58.44
2025 Q3 ADDED 81,729,362 +642,820 +0.8% 8.63% $4.52B 2025-11-17 $55.05
2025 Q2 ADDED 81,086,542 +2,276,767 +2.9% 8.47% $4.24B 2025-08-14 $53.41
2025 Q1 ADDED 78,809,775 +595,377 +0.8% 8.63% $4.02B 2025-05-12 $50.09
2024 Q4 ADDED 78,214,398 +1,528,406 +2.0% 8.42% $4.00B 2025-02-12 $51.23
2024 Q3 ADDED 76,685,992 +1,461,428 +1.9% 8.46% $4.05B 2024-11-12 $52.37
2024 Q2 ADDED 75,224,564 +1,325,340 +1.8% 8.15% $3.67B 2024-08-14 $48.55
2024 Q1 REDUCED 73,899,224 -524,325 -0.7% 8.34% $3.70B 2024-05-13 $47.45
2023 Q4 ADDED 74,423,549 +939,703 +1.3% 8.19% $3.47B 2024-02-13 $44.67
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Engines Advisors L.L.C. and SPYV

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

How long has Financial Engines Advisors L.L.C. reported owning SPYV?

Financial Engines Advisors L.L.C. reported SPYV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPYV position in Financial Engines Advisors L.L.C.'s portfolio?

The largest reported portfolio weight for SPYV was 9.35% in 2026 Q1.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2026 Q1, when Financial Engines Advisors L.L.C. reported 81,414,415 shares, equal to 9.35% of portfolio, with an estimated market value of $4.61B.

What does the chart on this SPYV ownership page compare?

The chart compares Financial Engines Advisors L.L.C.'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.

How well did Financial Engines Advisors L.L.C. time their SPYV position?

Based on 13F filing dates vs. subsequent SPYV price moves, Financial Engines Advisors L.L.C. correctly timed 18 out of 26 reported position changes (69%). The annualised alpha on SPYV relative to SPY over the holding period was -3.8%.

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