SPYV β€” SPDR SER TR

Ownership history in Willis Johnson & Associates, Inc.  Β·  18 quarters on record

AI Ownership Summary

Willis Johnson & Associates, Inc. reported SPDR SER TR (SPYV) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 20.3% in 2025 Q4. The latest visible filing shows SPYV at 20.30% 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 Willis Johnson & Associates, 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 20.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.3% 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 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 Willis Johnson & Associates, Inc. held SPYV β€” position size vs. price
% of Fund (quarterly)    SPYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,798,846 +579,899 +11.1% 20.30% $329.4M 2026-02-14 (Est.) $58.77
2025 Q3 ADDED 5,218,947 +826,017 +18.8% 17.86% $288.8M 2025-11-06 $54.94
2025 Q2 ADDED 4,392,930 +259,579 +6.3% 15.62% $229.9M 2025-08-13 $53.45
2025 Q1 ADDED 4,133,351 +78,946 +1.9% 15.98% $211.1M 2025-05-15 $50.07
2024 Q4 ADDED 4,054,405 +109,565 +2.8% 15.93% $207.3M 2025-02-14 $51.54
2024 Q3 ADDED 3,944,840 +124,396 +3.3% 15.84% $208.5M 2024-10-31 $50.72
2024 Q2 ADDED 3,820,444 +98,094 +2.6% 15.27% $186.2M 2024-08-01 $49.02
2024 Q1 ADDED 3,722,350 +76,427 +2.1% 16.20% $186.5M 2024-04-19 $45.95
2023 Q4 ADDED 3,645,923 +124,283 +3.5% 15.50% $170.0M 2024-01-12 $44.43
2023 Q3 ADDED 3,521,640 +75,689 +2.2% 14.90% $145.3M 2023-10-25 $38.16
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Willis Johnson & Associates, 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 Willis Johnson & Associates, Inc. reported owning SPYV?

Willis Johnson & Associates, Inc. reported SPYV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPYV position in Willis Johnson & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SPYV was 20.30% in 2025 Q4.

What is the latest reported SPYV position on this page?

The most recent filing on this page is 2025 Q4, when Willis Johnson & Associates, Inc. reported 5,798,846 shares, equal to 20.30% of portfolio, with an estimated market value of $329.4M.

What does the chart on this SPYV ownership page compare?

The chart compares Willis Johnson & Associates, 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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