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

Avantax Planning 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	$30.8M	Buy	544,900 +4,893	+0.9%	+$284K	0.85%	26
2025 Q4	$30.7M	Sell	540,007 -22,982	-4%	-$1.29M	0.86%	22
2025 Q3	$31.2M	Sell	562,989 -17,284	-3%	-$931K	0.89%	22
2025 Q2	$30.4M	Buy	580,273 +70,769	+14%	+$3.54M	0.96%	21
2025 Q1	$26M	Buy	509,504 +56,855	+13%	+$2.95M	0.92%	22
2024 Q4	$23.1M	Sell	452,649 -12,861	-3%	-$684K	0.83%	23
2024 Q3	$24.6M	Sell	465,510 -118,196	-20%	-$6.02M	0.88%	20
2024 Q2	$28.4M	Sell	583,706 -25,672	-4%	-$1.25M	0.91%	18
2024 Q1	$30.5M	Sell	609,378 -80,440	-12%	-$3.84M	0.99%	19
2023 Q4	$32.2M	Buy	689,818 +68,116	+11%	+$2.94M	1.23%	15
2023 Q3	$25.7M	Sell	621,702 -12,114	-2%	-$525K	1.07%	18
2023 Q2	$27.4M	Buy	633,816 +8,017	+1%	+$331K	1.09%	18
2023 Q1	$25.5M	Buy	625,799 +42,290	+7%	+$1.71M	1.03%	19
2022 Q4	$22.7M	Sell	583,509 -171,911	-23%	-$6.58M	0.9%	19
2022 Q3	$26.1M	Sell	755,420 -222,613	-23%	-$8.45M	1.17%	15
2022 Q2	$36M	Buy	978,033 +838,897	+603%	+$33.2M	1.54%	10
2022 Q1	$5.81M	Buy	139,136 +98,689	+244%	+$4.07M	0.23%	46
2021 Q4	$1.7M	Buy	40,447 +6,414	+19%	+$262K	0.07%	116
2021 Q3	$1.33M	Hold	34,033	–	–	0.06%	112
2021 Q2	$1.35M	Sell	34,033 -34,815	-51%	-$1.38M	0.06%	113
2021 Q1	$2.61M	Sell	68,848 -734	-1%	-$26.5K	0.13%	67
2020 Q4	$2.39M	Sell	69,582 -25,607	-27%	-$832K	0.12%	66
2020 Q3	$2.88M	Sell	95,189 -1,986,283	-95%	-$60.4M	0.15%	55
2020 Q2	$60.3M	Buy	2,081,472 +2,070,811	+19,424%	+$59M	3.41%	6
2020 Q1	$275K	Buy	10,661 +971	+10%	+$31K	0.02%	216
2019 Q4	$338K	Hold	9,690	–	–	0.02%	220
2019 Q3	$310K	Buy	+9,690	New	+$305K	0.02%	225
2018 Q4	–	Sell	-168	Closed	-$5K	–	1063
2018 Q3	$5K	Buy	+168	New	+$5.18K	﹤0.01%	1114

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Planning Partners's SPYV Position: Q1 2026 in Review

Avantax Planning Partners increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.91% in Q1 2026, buying an estimated $284K and bringing the position to 544,900 shares worth $30.8M. The position accounts for 0.85% of the portfolio, ranked #26.

Avantax Planning Partners first reported a position in SPYV in Q3 2018 and has held it in 28 quarters since. The position peaked at $60.3M in Q2 2020. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Avantax Planning Partners held 544,900 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.8M as of Q1 2026.
Avantax Planning Partners bought 4,893 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $284K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.85% of Avantax Planning Partners's portfolio in Q1 2026, its #26 holding.
Avantax Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2018 and has held it in 28 quarters since.
Avantax Planning Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $60.3M in Q2 2020.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.