SPYV β€” SPDR SER TR

Ownership history in Wall Capital Group, Inc.  Β·  7 quarters on record

AI Ownership Summary

Wall Capital Group, Inc. reported SPDR SER TR (SPYV) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.46% in 2025 Q4. The latest visible filing shows SPYV at 1.46% 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 Wall Capital Group, Inc.'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 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% 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.

How Wall Capital Group, Inc. held SPYV β€” position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,056 +11,669 +75.8% 1.46% $1.5M 2026-02-14 (Est.) $58.77
2023 Q4 ADDED 15,387 +5,397 +54.0% 0.81% $717K 2024-02-08 $44.99
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPYV

As of 2026 Q1 β€” sorted by position size

Financial Insights, Inc. 3Y 7Y 0.32%

FAQ About Wall Capital Group, Inc. and SPYV

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

How long has Wall Capital Group, Inc. reported owning SPYV?

Wall Capital Group, Inc. reported SPYV across 2 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYV position in Wall Capital Group, Inc.'s portfolio?

The largest reported portfolio weight for SPYV was 1.46% in 2025 Q4.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when Wall Capital Group, Inc. reported 27,056 shares, equal to 1.46% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SPYV ownership page compare?

The chart compares Wall Capital Group, Inc.'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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