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

Atlantic Private Wealth’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	$30.7K	Hold	503	–	–	0.02%	144
2026 Q2	$30.6K	Hold	503	–	–	0.02%	148
2026 Q1	$28.5K	Hold	503	–	–	0.02%	159
2025 Q4	$28.6K	Hold	503	–	–	0.02%	148
2025 Q3	$27.8K	Hold	503	–	–	0.02%	137
2025 Q2	$26.3K	Buy	+503	New	+$25.1K	0.02%	139

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Atlantic Private Wealth's SPYV Position: Q3 2026 in Review

Atlantic Private Wealth held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 503 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #144.

Atlantic Private Wealth first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Atlantic Private Wealth held 503 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.7K as of Q3 2026.
Atlantic Private Wealth left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #144 holding.
Atlantic Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.