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Advisory Solutions Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Advisory Solutions Group’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 		$284K Buy
+4,639
New +$290K 0.06% 229

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Advisory Solutions Group's SPYV Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026: 4,639 shares worth $284K. The stake represents 0.06% of the portfolio and ranks #229 among its holdings.

545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Advisory Solutions Group held 4,639 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $284K as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF was a new Advisory Solutions Group position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.06% of Advisory Solutions Group's portfolio in Q3 2026, its #229 holding.
  • 545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.