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

ARS Wealth Advisors 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
2025
Q2 		– Sell
-4,276
Closed -$218K – 195
2025
Q1 		$218K Buy
+4,276
New +$222K 0.03% 150

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARS Wealth Advisors Group's SPYV Position: Q2 2025 in Review

ARS Wealth Advisors Group sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 4,276 shares — an estimated $218K sold.

ARS Wealth Advisors Group first reported a position in SPYV in Q1 2025 and held it in 1 quarter. The position peaked at $218K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • ARS Wealth Advisors Group reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 4,276 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $218K.
  • ARS Wealth Advisors Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and held it in 1 quarter.
  • ARS Wealth Advisors Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $218K in Q1 2025.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2025, filed 10 Jul 2025.