Atwood & Palmer’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-306	Closed	-$16K	–	528
2025 Q2	$16K	Sell	306 -3,765	-92%	-$188K	﹤0.01%	343
2025 Q1	$208K	Hold	4,071	–	–	0.01%	149
2024 Q4	$208K	Hold	4,071	–	–	0.01%	145
2024 Q3	$215K	Hold	4,071	–	–	0.01%	145
2024 Q2	$198K	Buy	4,071 +306	+8%	+$15K	0.02%	146
2024 Q1	$189K	Hold	3,765	–	–	0.01%	152
2023 Q4	$176K	Hold	3,765	–	–	0.01%	155
2023 Q3	$155K	Hold	3,765	–	–	0.01%	151
2023 Q2	$163K	Buy	+3,765	New	+$155K	0.01%	161

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atwood & Palmer's SPYV Position: Q3 2025 in Review

Atwood & Palmer sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 306 shares — an estimated $16K sold.

Atwood & Palmer first reported a position in SPYV in Q2 2023 and held it in 9 quarters. The position peaked at $215K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

Atwood & Palmer reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 306 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $16K.
Atwood & Palmer first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and held it in 9 quarters.
Atwood & Palmer's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $215K in Q3 2024.
1,059 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.