Abich Financial Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$27.4K	Buy	+495	New	+$26.7K	0.01%	373
2024 Q3	$47.5K	Buy	899 +187	+26%	+$9.52K	0.11%	95
2024 Q2	$34.7K	Sell	712 -433	-38%	-$21.2K	0.02%	185
2024 Q1	$57.4K	Buy	1,145 +697	+156%	+$33.2K	0.04%	126
2023 Q4	$20.9K	Buy	+448	New	+$19.3K	0.02%	177

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abich Financial Wealth Management's SPYV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025: 495 shares worth $27.4K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPYV as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 5 quarters since. The position peaked at $57.4K in Q1 2024. 1,055 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

Abich Financial Wealth Management held 495 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $27.4K as of Q3 2025.
State Street SPDR Portfolio S&P 500 Value ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #373 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
Abich Financial Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $57.4K in Q1 2024.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.