SPYV β€” SPDR PORTFOLIO S&P 500 VALUE E

Ownership history in SMITHBRIDGE ASSET MANAGEMENT INC/DE  Β·  15 quarters on record

AI Ownership Summary

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported SPDR PORTFOLIO S&P 500 VALUE E (SPYV) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.83% in 2025 Q4. The latest visible filing shows SPYV at 1.83% 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 SMITHBRIDGE ASSET MANAGEMENT INC/DE's position in SPDR PORTFOLIO S&P 500 VALUE E, 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 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% 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 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 SMITHBRIDGE ASSET MANAGEMENT INC/DE fund profile SMITHBRIDGE ASSET MANAGEMENT INC/DE full holdings
How SMITHBRIDGE ASSET MANAGEMENT INC/DE held SPYV β€” position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 376,632 +190,973 +102.9% 1.83% $21.4M 2026-02-14 (Est.) $58.77
2025 Q3 ADDED 185,659 +11,209 +6.4% 1.49% $10.3M 2025-10-29 $55.58
2025 Q2 ADDED 174,450 +26,572 +18.0% 1.60% $9.1M 2025-07-29 $52.75
2025 Q1 ADDED 147,878 +49,861 +50.9% 1.40% $7.6M 2025-04-16 $46.55
2024 Q3 REDUCED 98,017 -1,105 -1.1% 0.89% $5.2M 2024-10-24 $51.52
2024 Q2 REDUCED 99,122 -113 -0.1% 1.00% $4.8M 2024-07-19 $48.49
2024 Q1 ADDED 99,235 +1,077 +1.1% 1.03% $5.0M 2024-05-03 $46.46
2023 Q4 REDUCED 98,158 -751 -0.8% 1.04% $4.6M 2024-01-18 $43.97
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPYV

As of 2025 Q4 β€” sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 21.05% Willis Johnson & Associates, Inc. 3Y 20.3% Compton Financial Group, LLC 3Y 18.46% BALANCED WEALTH GROUP LLC 16.02% Marathon Mission, Inc. 15.21% Collier Financial 13.09% VISIONARY HORIZONS, LLC 12.99% Whitcomb & Hess, Inc. 3Y 12.9% Leslie Global Wealth, LLC 12.51% ALPHA CAPITAL ADVISORS INC /ADV 12.44%

FAQ About SMITHBRIDGE ASSET MANAGEMENT INC/DE and SPYV

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

How long has SMITHBRIDGE ASSET MANAGEMENT INC/DE reported owning SPYV?

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported SPYV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYV position in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio?

The largest reported portfolio weight for SPYV was 1.83% in 2025 Q4.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when SMITHBRIDGE ASSET MANAGEMENT INC/DE reported 376,632 shares, equal to 1.83% of portfolio, with an estimated market value of $21.4M.

What does the chart on this SPYV ownership page compare?

The chart compares SMITHBRIDGE ASSET MANAGEMENT INC/DE'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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