SPYV — SPDR PORTFOLIO

Ownership history in Summit Investment Advisory Services, LLC  ·  13 quarters on record

AI Ownership Summary

Summit Investment Advisory Services, LLC reported SPDR PORTFOLIO (SPYV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.06% in 2024 Q2. The latest visible filing shows SPYV at 0.70% 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 Summit Investment Advisory Services, LLC's position in SPDR PORTFOLIO, 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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2024 Q2

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 Summit Investment Advisory Services, LLC fund profile Summit Investment Advisory Services, LLC full holdings
How Summit Investment Advisory Services, LLC 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,840 -544 -1.6% 0.70% $1.9M 2026-02-14 (Est.) $58.77
2025 Q3 ADDED 33,384 +898 +2.8% 0.76% $1.7M 2025-11-03 $55.37
2025 Q2 ADDED 32,486 +494 +1.5% 1.44% $1.7M 2025-08-05 $51.82
2025 Q1 REDUCED 31,992 -424 -1.3% 0.80% $1.6M 2025-04-11 $46.97
2024 Q4 ADDED 32,416 +1,298 +4.2% 0.85% $1.7M 2025-01-21 $51.22
2024 Q3 REDUCED 31,118 -4,789 -13.3% 0.87% $1.6M 2024-10-16 $52.28
2024 Q2 ADDED 35,907 +17,682 +97.0% 2.06% $1.8M 2024-07-15 $48.30
2024 Q1 ADDED 18,225 +2,198 +13.7% 0.54% $913K 2024-04-18 $45.59
2023 Q4 ADDED 16,027 +511 +3.3% 0.47% $747K 2024-01-18 $43.97
4 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

Marathon Mission, Inc. 15.23% Freestate Advisors LLC 3Y 15.16% Octavia Wealth Advisors, LLC 3Y 14.73% Whitcomb & Hess, Inc. 3Y 12.72% Choice Wealth Advisors LLC 3Y 12.05% Breachway Investments LLC 11.19% VISIONARY HORIZONS, LLC 10.84% Roberts Financial Services LLC 3Y 7Y 9.89% KWB Wealth 3Y 9.15% Magnus Financial Group LLC 3Y 7Y 8.44%

FAQ About Summit Investment Advisory Services, 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 Summit Investment Advisory Services, LLC reported owning SPYV?

Summit Investment Advisory Services, LLC reported SPYV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYV position in Summit Investment Advisory Services, LLC's portfolio?

The largest reported portfolio weight for SPYV was 2.06% in 2024 Q2.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when Summit Investment Advisory Services, LLC reported 32,840 shares, equal to 0.70% of portfolio, with an estimated market value of $1.9M.

What does the chart on this SPYV ownership page compare?

The chart compares Summit Investment Advisory Services, 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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