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 Q3	$423K	Sell	6,913 -41	-0.6%	-$2.56K	0.1%	177
2026 Q2	$423K	Hold	6,954	–	–	0.1%	181
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

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

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

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

Acorn Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.59% in Q3 2026, selling an estimated $2.56K and leaving 6,913 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #177.

Acorn Wealth Advisors first reported a position in SPYV in Q3 2023 and has held it in 13 quarters since. The position peaked at $501K in Q3 2024. 998 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Acorn Wealth Advisors held 6,913 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $423K as of Q3 2026.
Acorn Wealth Advisors sold 41 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $2.56K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q3 2026, its #177 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 13 quarters since.
Acorn Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $501K in Q3 2024.
998 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.