AWA
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Arkadios Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Arkadios 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
Q1 		$2.44M Buy
43,137
+6,892
+19% +$400K 0.04% 439
2025
Q4 		$2.06M Sell
36,245
-728
-2% -$40.9K 0.04% 438
2025
Q3 		$2.05M Buy
36,973
+950
+3% +$51.2K 0.05% 394
2025
Q2 		$1.89M Buy
36,023
+145
+0.4% +$7.25K 0.06% 365
2025
Q1 		$1.83M Buy
35,878
+3,576
+11% +$185K 0.07% 308
2024
Q4 		$1.65M Buy
32,302
+1,013
+3% +$53.9K 0.09% 217
2024
Q3 		$1.65M Sell
31,289
-852
-3% -$43.4K 0.09% 217
2024
Q2 		$1.57M Buy
32,141
+17,188
+115% +$840K 0.11% 202
2024
Q1 		$749K Sell
14,953
-763
-5% -$36.4K 0.06% 297
2023
Q4 		$733K Buy
15,716
+919
+6% +$39.6K 0.06% 280
2023
Q3 		$611K Buy
14,797
+2,225
+18% +$96.4K 0.06% 291
2023
Q2 		$543K Sell
12,572
-92
-0.7% -$3.8K 0.06% 279
2023
Q1 		$516K Buy
12,664
+125
+1% +$5.07K 0.06% 295
2022
Q4 		$488K Sell
12,539
-148
-1% -$5.67K 0.06% 286
2022
Q3 		$438K Buy
12,687
+293
+2% +$11.1K 0.07% 294
2022
Q2 		$456K Sell
12,394
-2,009
-14% -$79.6K 0.07% 300
2022
Q1 		$601K Buy
14,403
+28
+0.2% +$1.16K 0.08% 272
2021
Q4 		$604K Buy
14,375
+13,460
+1,471% +$549K 0.08% 288
2021
Q3 		$35K Hold
915
– – 0.01% 1010
2021
Q2 		$36K Buy
+915
New +$36.2K ﹤0.01% 1052

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arkadios Wealth Advisors's SPYV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 19% in Q1 2026, buying an estimated $400K and bringing the position to 43,137 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #439.

Arkadios Wealth Advisors first reported a position in SPYV in Q2 2021 and has held it in 20 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Arkadios Wealth Advisors held 43,137 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.44M as of Q1 2026.
  • Arkadios Wealth Advisors bought 6,892 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $400K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #439 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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