Avantax Advisory Services’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
Avantax Advisory Services's SPYV Position: Q2 2025 in Review
Avantax Advisory Services increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.95% in Q2 2025, buying an estimated $206K and bringing the position to 441,220 shares worth $23.1M. The position accounts for 0.13% of the portfolio, ranked #131.
Avantax Advisory Services first reported a position in SPYV in Q3 2020 and has held it in 19 quarters since. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.
- Avantax Advisory Services held 441,220 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.1M as of Q2 2025.
- Avantax Advisory Services bought 4,132 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $206K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #131 holding.
- Avantax Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2020 and has held it in 19 quarters since.
- 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.