Apella Capital
SPYV icon

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

Apella Capital’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 		$1.99M Buy
32,180
+718
+2% +$44.9K 0.03% 282
2026
Q2 		$1.94M Sell
31,462
-1,085
-3% -$64.9K 0.03% 266
2026
Q1 		$1.93M Sell
32,547
-2,162
-6% -$125K 0.03% 260
2025
Q4 		$1.97M Buy
34,709
+504
+1% +$28.3K 0.04% 202
2025
Q3 		$1.88M Buy
34,205
+25,531
+294% +$1.37M 0.04% 189
2025
Q2 		$458K Buy
8,674
+4,016
+86% +$201K 0.01% 301
2025
Q1 		$226K Sell
4,658
-10,918
-70% -$566K 0.01% 359
2024
Q4 		$797K Buy
15,576
+6
+0% +$319 0.03% 187
2024
Q3 		$820K Buy
+15,570
New +$792K 0.03% 170
2024
Q2 		– Sell
-4,498
Closed -$222K – 317
2024
Q1 		$222K Sell
4,498
-689
-13% -$32.8K 0.01% 276
2023
Q4 		$241K Sell
5,187
-17,725
-77% -$764K 0.01% 261
2023
Q3 		$945K Sell
22,912
-338
-1% -$14.6K 0.07% 120
2023
Q2 		$1M Buy
+23,250
New +$960K 0.07% 116
2022
Q4 		$866K Buy
+22,262
New +$853K 0.08% 118

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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
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
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Apella Capital's SPYV Position: Q3 2026 in Review

Apella Capital increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.3% in Q3 2026, buying an estimated $44.9K and bringing the position to 32,180 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #282.

Apella Capital first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. 355 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Apella Capital held 32,180 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.99M as of Q3 2026.
  • Apella Capital bought 718 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $44.9K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Apella Capital's portfolio in Q3 2026, its #282 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 355 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.