SPYV — SPDR SER TR

Ownership history in Whitcomb & Hess, Inc.  ·  19 quarters on record

This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in SPDR SER TR (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.99% (2023 Q4)
Avg. % of fund
13.9%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 942,692 +37,852 +4.2% 12.90% $54.7M $56.81
2025 Q3 ADDED 904,840 +19,310 +2.2% 12.87% $50.1M $55.03
2025 Q2 ADDED 885,530 +13,429 +1.5% 13.07% $46.3M $51.81
2025 Q1 ADDED 872,101 +9,564 +1.1% 13.48% $44.5M $50.30
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)

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% Leslie Global Wealth, LLC 12.51% Octavia Wealth Advisors, LLC 3Y 12.42% Choice Wealth Advisors, LLC 3Y 12.0% CBM Financial, LLC 11.84%
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