4Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

4Wealth Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$758K	Buy	12,338 +92	+0.8%	+$5.76K	0.52%	52
2026 Q2	$745K	Sell	12,246 -44	-0.4%	-$2.63K	0.57%	56
2026 Q1	$684K	Sell	12,290 -165	-1%	-$9.6K	0.58%	53
2025 Q4	$708K	Buy	12,455 +3	+0%	+$169	0.6%	58
2025 Q3	$689K	Sell	12,452 -241	-2%	-$13K	0.62%	54
2025 Q2	$664K	Buy	12,693 +93	+0.7%	+$4.65K	0.67%	46
2025 Q1	$643K	Sell	12,600 -1,019	-7%	-$52.8K	0.7%	39
2024 Q4	$696K	Buy	+13,619	New	+$725K	0.7%	41

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

4Wealth Advisors's SPYV Position: Q3 2026 in Review

4Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.75% in Q3 2026, buying an estimated $5.76K and bringing the position to 12,338 shares worth $758K. The position accounts for 0.52% of the portfolio, ranked #52.

4Wealth Advisors first reported a position in SPYV in Q4 2024 and has held it in 8 quarters since. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

4Wealth Advisors held 12,338 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $758K as of Q3 2026.
4Wealth Advisors bought 92 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $5.76K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.52% of 4Wealth Advisors's portfolio in Q3 2026, its #52 holding.
4Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.