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

Advisornet Financial’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 Q2	$2.39M	Sell	39,292 -209	-0.5%	-$12.5K	0.11%	164
2026 Q1	$2.23M	Sell	39,501 -41	-0.1%	-$2.38K	0.12%	155
2025 Q4	$2.25M	Sell	39,542 -381	-1%	-$21.4K	0.12%	151
2025 Q3	$2.21M	Sell	39,923 -8,130	-17%	-$438K	0.13%	150
2025 Q2	$2.52M	Buy	48,053 +1,513	+3%	+$75.6K	0.16%	124
2025 Q1	$2.38M	Buy	46,540 +2,775	+6%	+$144K	0.18%	131
2024 Q4	$2.24M	Buy	43,765 +2,693	+7%	+$143K	0.19%	115
2024 Q3	$2.17M	Buy	41,072 +8,033	+24%	+$409K	0.16%	141
2024 Q2	$1.61M	Buy	33,039 +2,151	+7%	+$105K	0.15%	154
2024 Q1	$1.55M	Buy	30,888 +2,761	+10%	+$132K	0.15%	151
2023 Q4	$1.31M	Buy	28,127 +4,594	+20%	+$198K	0.12%	192
2023 Q3	$971K	Buy	23,533 +116	+0.5%	+$5.02K	0.09%	213
2023 Q2	$1.01M	Sell	23,417 -1,424	-6%	-$58.8K	0.09%	211
2023 Q1	$1.01M	Buy	24,841 +2,449	+11%	+$99.2K	0.09%	208
2022 Q4	$871K	Buy	22,392 +332	+2%	+$12.7K	0.09%	223
2022 Q3	$761K	Sell	22,060 -2,908	-12%	-$110K	0.08%	250
2022 Q2	$919K	Buy	24,968 +232	+0.9%	+$9.19K	0.09%	222
2022 Q1	$1.03M	Buy	24,736 +1,364	+6%	+$56.3K	0.06%	243
2021 Q4	$982K	Buy	23,372 +464	+2%	+$18.9K	0.06%	267
2021 Q3	$893K	Sell	22,908 -7,964	-26%	-$318K	0.06%	253
2021 Q2	$1.22M	Sell	30,872 -2,556	-8%	-$101K	0.08%	222
2021 Q1	$1.27M	Buy	33,428 +821	+3%	+$29.7K	0.09%	208
2020 Q4	$1.12M	Sell	32,607 -1,633	-5%	-$53.1K	0.09%	201
2020 Q3	$1.03M	Sell	34,240 -221,192	-87%	-$6.72M	0.09%	213
2020 Q2	$7.4M	Buy	255,432 +18,708	+8%	+$533K	0.6%	35
2020 Q1	$6.12M	Buy	236,724 +169,818	+254%	+$5.42M	0.56%	41
2019 Q4	$2.34M	Buy	66,906 +5,819	+10%	+$194K	0.2%	111
2019 Q3	$1.95M	Buy	61,087 +2,332	+4%	+$73.4K	0.18%	117
2019 Q2	$1.84M	Buy	58,755 +16,904	+40%	+$520K	0.2%	111
2019 Q1	$1.27M	Sell	41,851 -5,385	-11%	-$159K	0.15%	145
2018 Q4	$1.28M	Sell	47,236 -662	-1%	-$19.5K	0.18%	124
2018 Q3	$1.49M	Buy	47,898 +3,515	+8%	+$108K	0.19%	111
2018 Q2	$1.31M	Buy	44,383 +3,894	+10%	+$116K	0.18%	115
2018 Q1	$1.19M	Buy	40,489 +36,093	+821%	+$1.11M	0.16%	120
2017 Q4	$135K	Buy	+4,396	New	+$132K	0.02%	422

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisornet Financial's SPYV Position: Q2 2026 in Review

Advisornet Financial reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.53% in Q2 2026, selling an estimated $12.5K and leaving 39,292 shares worth $2.39M. The position accounts for 0.11% of the portfolio, ranked #164.

Advisornet Financial first reported a position in SPYV in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.4M in Q2 2020. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Advisornet Financial held 39,292 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.39M as of Q2 2026.
Advisornet Financial sold 209 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $12.5K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Advisornet Financial's portfolio in Q2 2026, its #164 holding.
Advisornet Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
Advisornet Financial's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.4M in Q2 2020.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.