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Ausdal Financial Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Ausdal Financial Partners’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 		$2.54M Buy
44,829
+7,630
+21% +$443K 0.11% 192
2025
Q4 		$2.11M Buy
37,199
+2,914
+8% +$164K 0.1% 218
2025
Q3 		$1.9M Buy
34,285
+2,201
+7% +$119K 0.09% 221
2025
Q2 		$1.68M Sell
32,084
-8,615
-21% -$431K 0.11% 183
2025
Q1 		$2.08M Sell
40,699
-101,117
-71% -$5.24M 0.16% 143
2024
Q4 		$7.25M Buy
141,816
+9,595
+7% +$511K 0.63% 37
2024
Q3 		$6.99M Buy
132,221
+40,830
+45% +$2.08M 0.73% 27
2024
Q2 		$4.45M Buy
91,391
+11,592
+15% +$567K 0.48% 41
2024
Q1 		$4M Buy
79,799
+21,419
+37% +$1.02M 0.46% 47
2023
Q4 		$2.72M Buy
58,380
+685
+1% +$29.5K 0.34% 73
2023
Q3 		$2.38M Buy
57,695
+315
+0.5% +$13.6K 0.33% 78
2023
Q2 		$2.48M Buy
57,380
+8,201
+17% +$339K 0.34% 75
2023
Q1 		$2M Buy
49,179
+478
+1% +$19.4K 0.28% 92
2022
Q4 		$1.89M Sell
48,701
-5,213
-10% -$200K 0.28% 90
2022
Q3 		$1.86M Buy
53,914
+39,354
+270% +$1.49M 0.29% 86
2022
Q2 		$536K Sell
14,560
-59
-0.4% -$2.34K 0.08% 246
2022
Q1 		$610K Buy
14,619
+5,570
+62% +$230K 0.08% 242
2021
Q4 		$380K Buy
9,049
+2,091
+30% +$85.4K 0.05% 336
2021
Q3 		$271K Buy
+6,958
New +$278K 0.04% 381
2020
Q4 		– Sell
-10,916
Closed -$330K – 437
2020
Q3 		$330K Buy
+10,916
New +$332K 0.08% 243
2020
Q2 		– Sell
-8,925
Closed -$249K – 307
2020
Q1 		$249K Sell
8,925
-612
-6% -$19.5K 0.09% 220
2019
Q4 		$329K Buy
9,537
+544
+6% +$18.2K 0.1% 233
2019
Q3 		$287K Sell
8,993
-188
-2% -$5.92K 0.1% 237
2019
Q2 		$295K Buy
9,181
+8
+0.1% +$246 0.11% 214
2019
Q1 		$278K Buy
9,173
+806
+10% +$23.8K 0.11% 209
2018
Q4 		$227K Buy
8,367
+59
+0.7% +$1.74K 0.11% 213
2018
Q3 		$259K Sell
8,308
-11,885
-59% -$367K 0.07% 312
2018
Q2 		$598K Buy
20,193
+10
+0% +$298 0.18% 163
2018
Q1 		$593K Sell
20,183
-57
-0.3% -$1.75K 0.21% 147
2017
Q4 		$621K Buy
20,240
+176
+0.9% +$5.27K 0.22% 139
2017
Q3 		$585K Buy
20,064
+104
+0.5% +$2.98K 0.23% 126
2017
Q2 		$567K Hold
19,960
– – 0.24% 119
2017
Q1 		$563K Buy
19,960
+5,004
+33% +$141K 0.25% 103
2016
Q4 		$409K Buy
14,956
+1,344
+10% +$35.5K 0.19% 135
2016
Q3 		$350K Buy
+13,612
New +$350K 0.18% 151
2016
Q1 		– Sell
-136
Closed -$3K – 907
2015
Q4 		$3K Buy
+136
New +$3.29K ﹤0.01% 1180

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

Ausdal Financial Partners's SPYV Position: Q1 2026 in Review

Ausdal Financial Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 21% in Q1 2026, buying an estimated $443K and bringing the position to 44,829 shares worth $2.54M. The position accounts for 0.11% of the portfolio, ranked #192.

Ausdal Financial Partners first reported a position in SPYV in Q4 2015 and has held it in 36 quarters since. The position peaked at $7.25M in Q4 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Ausdal Financial Partners held 44,829 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.54M as of Q1 2026.
  • Ausdal Financial Partners bought 7,630 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $443K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Ausdal Financial Partners's portfolio in Q1 2026, its #192 holding.
  • Ausdal Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2015 and has held it in 36 quarters since.
  • Ausdal Financial Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.25M in Q4 2024.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.