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

Atlas Private 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
2025
Q4 		– Sell
-7,417
Closed -$410K – 140
2025
Q3 		$410K Buy
7,417
+2,912
+65% +$157K 0.1% 99
2025
Q2 		$236K Buy
4,505
+4
+0.1% +$200 0.03% 181
2025
Q1 		$230K Sell
4,501
-359
-7% -$18.6K 0.03% 167
2024
Q4 		$249K Sell
4,860
-173
-3% -$9.21K 0.04% 146
2024
Q3 		$266K Sell
5,033
-1,246
-20% -$63.4K 0.04% 134
2024
Q2 		$306K Buy
+6,279
New +$307K 0.05% 119
2024
Q1 		– Sell
-8,663
Closed -$404K – 160
2023
Q4 		$404K Sell
8,663
-3,148
-27% -$136K 0.08% 102
2023
Q3 		$487K Sell
11,811
-5,034
-30% -$218K 0.09% 109
2023
Q2 		$728K Buy
16,845
+7,838
+87% +$324K 0.15% 91
2023
Q1 		$367K Sell
9,007
-384
-4% -$15.6K 0.17% 93
2022
Q4 		$365K Sell
9,391
-940
-9% -$36K 0.19% 94
2022
Q3 		$356K Sell
10,331
-717
-6% -$27.2K 0.21% 91
2022
Q2 		$407K Sell
11,048
-3,622
-25% -$143K 0.24% 88
2022
Q1 		$612K Buy
14,670
+1,017
+7% +$41.9K 0.27% 81
2021
Q4 		$573K Buy
13,653
+2,592
+23% +$106K 0.26% 87
2021
Q3 		$431K Buy
11,061
+796
+8% +$31.8K 0.23% 91
2021
Q2 		$406K Buy
10,265
+784
+8% +$31K 0.22% 86
2021
Q1 		$359K Buy
9,481
+2,670
+39% +$96.6K 0.2% 88
2020
Q4 		$234K Sell
6,811
-150
-2% -$4.87K 0.16% 99
2020
Q3 		$210K Sell
6,961
-193
-3% -$5.86K 0.18% 99
2020
Q2 		$207K Buy
+7,154
New +$204K 0.18% 103

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Advisors's SPYV Position: Q4 2025 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 7,417 shares — an estimated $410K sold.

Atlas Private Wealth Advisors first reported a position in SPYV in Q2 2020 and held it in 21 quarters. The position peaked at $728K in Q2 2023. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

  • Atlas Private Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 7,417 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $410K.
  • Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2020 and held it in 21 quarters.
  • Atlas Private Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $728K in Q2 2023.
  • 1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.