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

Accredited 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 		$14.6K Buy
3,076
+2,813
+1,070% +$151K 0.01% 225
2025
Q2 		$13.8K Buy
263
+1
+0.4% +$50 0.01% 227
2025
Q1 		$13.4K Buy
262
+1
+0.4% +$52 0.01% 215
2024
Q4 		$13.3K Buy
+261
New +$13.9K 0.01% 224

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accredited Wealth Management's SPYV Position: Q3 2025 in Review

Accredited Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1,070% in Q3 2025, buying an estimated $151K and bringing the position to 3,076 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #225.

Accredited Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 4 quarters since. 1,055 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Accredited Wealth Management held 3,076 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $14.6K as of Q3 2025.
  • Accredited Wealth Management bought 2,813 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $151K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #225 holding.
  • Accredited Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.