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

Acorn Wealth 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 Q1	$393K	Hold	6,954	–	–	0.11%	165
2025 Q4	$395K	Sell	6,954 -519	-7%	-$29.2K	0.12%	164
2025 Q3	$414K	Sell	7,473 -1,617	-18%	-$87.1K	0.13%	160
2025 Q2	$476K	Buy	9,090 +889	+11%	+$44.4K	0.18%	126
2025 Q1	$419K	Hold	8,201	–	–	0.17%	123
2024 Q4	$419K	Sell	8,201 -1,279	-13%	-$68.1K	0.17%	123
2024 Q3	$501K	Buy	9,480 +143	+2%	+$7.28K	0.22%	91
2024 Q2	$455K	Hold	9,337	–	–	0.22%	87
2024 Q1	$468K	Hold	9,337	–	–	0.24%	84
2023 Q4	$435K	Sell	9,337 -176	-2%	-$7.59K	0.26%	86
2023 Q3	$393K	Buy	+9,513	New	+$412K	0.26%	88

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Acorn Wealth Advisors's SPYV Position: Q1 2026 in Review

Acorn Wealth Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 6,954 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #165.

Acorn Wealth Advisors first reported a position in SPYV in Q3 2023 and has held it in 11 quarters since. The position peaked at $501K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Acorn Wealth Advisors held 6,954 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $393K as of Q1 2026.
Acorn Wealth Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Acorn Wealth Advisors's portfolio in Q1 2026, its #165 holding.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 11 quarters since.
Acorn Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $501K in Q3 2024.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.