SPYV SPDR SER TR

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

AI Ownership Summary

Whitcomb & Hess, Inc. reported SPDR SER TR (SPYV) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 14.99% in 2023 Q4. The latest visible filing shows SPYV at 12.90% 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 Whitcomb & Hess, 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 12.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.99% 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.

How Whitcomb & Hess, 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 ADDED 942,692 +37,852 +4.2% 12.90% $54.7M 2026-02-14 (Est.) $58.77
2025 Q3 ADDED 904,840 +19,310 +2.2% 12.87% $50.1M 2025-10-09 $54.97
2025 Q2 ADDED 885,530 +13,429 +1.5% 13.07% $46.3M 2025-07-03 $52.48
2025 Q1 ADDED 872,101 +9,564 +1.1% 13.48% $44.5M 2025-04-08 $44.27
2024 Q4 REDUCED 862,537 -7,055 -0.8% 13.62% $44.1M 2025-01-22 $51.16
2024 Q3 REDUCED 869,592 -14,944 -1.7% 13.67% $46.0M 2024-10-02 $51.14
2024 Q2 ADDED 884,536 +22,200 +2.6% 13.43% $43.1M 2024-07-11 $47.88
2024 Q1 REDUCED 862,336 -73,350 -7.8% 13.88% $43.2M 2024-04-15 $45.76
2023 Q4 REDUCED 935,686 -1,596 -0.2% 14.99% $43.6M 2024-01-17 $43.84
2023 Q3 ADDED 937,282 +7,905 +0.9% 14.45% $38.7M 2023-10-18 $39.10
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, 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 Whitcomb & Hess, Inc. reported owning SPYV?

Whitcomb & Hess, Inc. reported SPYV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPYV position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for SPYV was 14.99% in 2023 Q4.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when Whitcomb & Hess, Inc. reported 942,692 shares, equal to 12.90% of portfolio, with an estimated market value of $54.7M.

What does the chart on this SPYV ownership page compare?

The chart compares Whitcomb & Hess, 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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