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

Ariadne Wealth Management’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	$285K	Hold	5,029	–	–	0.13%	179
2025 Q4	$295K	Hold	5,029	–	–	0.12%	177
2025 Q3	$283K	Hold	5,029	–	–	0.13%	180
2025 Q2	$273K	Hold	5,029	–	–	0.13%	166
2025 Q1	$250K	Hold	5,029	–	–	0.13%	170
2024 Q4	$263K	Sell	5,029 -302	-6%	-$16.1K	0.12%	173
2024 Q3	$287K	Buy	+5,331	New	+$271K	0.16%	138

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

Ariadne Wealth Management's SPYV Position: Q1 2026 in Review

Ariadne Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 5,029 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #179.

Ariadne Wealth Management first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. The position peaked at $295K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Ariadne Wealth Management held 5,029 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $285K as of Q1 2026.
Ariadne Wealth Management 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 0.13% of Ariadne Wealth Management's portfolio in Q1 2026, its #179 holding.
Ariadne Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
Ariadne Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $295K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.