SPYV β€” SPDR SER TR

Ownership history in Koss-Olinger Consulting, LLC  Β·  18 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported SPDR SER TR (SPYV) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.04% in 2025 Q4. The latest visible filing shows SPYV at 3.04% 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 Koss-Olinger Consulting, LLC's position in SPDR SER TR, 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 3.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.04% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 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.

How Koss-Olinger Consulting, LLC held SPYV β€” position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 691,510 +36,346 +5.5% 3.04% $39.3M 2026-02-14 (Est.) $58.77
2025 Q3 REDUCED 655,164 -6,049 -0.9% 2.83% $34.3M 2025-10-20 $55.34
2025 Q2 ADDED 661,213 +64,033 +10.7% 2.84% $34.6M 2025-08-01 $51.40
2025 Q1 ADDED 597,180 +38,264 +6.8% 2.57% $30.5M 2025-05-12 $50.09
2024 Q4 ADDED 558,916 +37,268 +7.1% 2.51% $28.6M 2025-02-11 $51.41
2024 Q3 ADDED 521,648 +507,929 +3702.4% 2.39% $27.6M 2024-10-21 $51.82
2024 Q2 REDUCED 13,719 -901 -6.2% 0.06% $669K 2024-08-06 $47.55
2023 Q4 ADDED 14,620 +1,767 +13.7% 0.07% $682K 2024-02-13 $44.67
2023 Q3 UNCHANGED 12,853 β€” 0% 0.08% $530K 2023-10-11 $39.71
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Koss-Olinger Consulting, LLC and SPYV

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

How long has Koss-Olinger Consulting, LLC reported owning SPYV?

Koss-Olinger Consulting, LLC reported SPYV across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPYV position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for SPYV was 3.04% in 2025 Q4.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when Koss-Olinger Consulting, LLC reported 691,510 shares, equal to 3.04% of portfolio, with an estimated market value of $39.3M.

What does the chart on this SPYV ownership page compare?

The chart compares Koss-Olinger Consulting, LLC'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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