SPYV — SPDR SERIES TRUST SPDR S&P 500 VALUE ETF

Ownership history in Weitzel Financial Services, Inc.  ·  21 quarters on record

AI Ownership Summary

Weitzel Financial Services, Inc. reported SPDR SERIES TRUST SPDR S&P 500 VALUE ETF (SPYV) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.85% in 2023 Q4. The latest visible filing shows SPYV at 0.74% 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 Weitzel Financial Services, Inc.'s position in SPDR SERIES TRUST SPDR 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
2025 Q4

SPYV was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2023 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.

SPYV stock page Weitzel Financial Services, Inc. fund profile Weitzel Financial Services, Inc. full holdings
How Weitzel Financial Services, Inc. held SPYV — position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 33,643 -426 -1.3% 0.74% $1.9M 2026-02-14 (Est.) $58.77
2025 Q3 ADDED 34,069 +120 +0.4% 0.76% $1.9M 2025-10-14 $54.60
2025 Q2 ADDED 33,949 +543 +1.6% 0.77% $1.8M 2025-08-12 $52.98
2025 Q1 ADDED 33,406 +146 +0.4% 0.78% $1.6M 2025-05-15 $50.07
2024 Q4 ADDED 33,260 +94 +0.3% 0.81% $1.7M 2025-02-14 $51.54
2024 Q3 REDUCED 33,166 -412 -1.2% 0.82% $1.7M 2024-10-31 $50.72
2024 Q2 ADDED 33,578 +96 +0.3% 0.81% $1.6M 2024-08-06 $47.55
2024 Q1 REDUCED 33,482 -356 -1.1% 0.84% $1.7M 2024-04-10 $46.81
2023 Q4 ADDED 33,838 +93 +0.3% 0.85% $1.6M 2024-02-14 $44.95
2023 Q3 REDUCED 33,745 -1,717 -4.8% 0.80% $1.4M 2023-11-09 $39.79
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPYV

As of 2025 Q4 — 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% VISIONARY HORIZONS, LLC 12.99% Whitcomb & Hess, Inc. 3Y 12.9% Leslie Global Wealth, LLC 12.51% Octavia Wealth Advisors, LLC 3Y 12.42% Choice Wealth Advisors, LLC 3Y 12.0%

FAQ About Weitzel Financial Services, 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 Weitzel Financial Services, Inc. reported owning SPYV?

Weitzel Financial Services, Inc. reported SPYV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPYV position in Weitzel Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for SPYV was 0.85% in 2023 Q4.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when Weitzel Financial Services, Inc. reported 33,643 shares, equal to 0.74% of portfolio, with an estimated market value of $1.9M.

What does the chart on this SPYV ownership page compare?

The chart compares Weitzel Financial Services, 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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