Aviso Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Aviso Wealth Management’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 Q3	$417K	Sell	6,819 -293	-4%	-$18.3K	0.16%	101
2026 Q2	$432K	Buy	7,112 +56	+0.8%	+$3.35K	0.15%	107
2026 Q1	$399K	Sell	7,056 -990	-12%	-$57.4K	0.18%	104
2025 Q4	$457K	Sell	8,046 -2,733	-25%	-$154K	0.19%	101
2025 Q3	$596K	Sell	10,779 -102	-0.9%	-$5.49K	0.26%	82
2025 Q2	$570K	Buy	10,881 +3,160	+41%	+$158K	0.27%	87
2025 Q1	$394K	Sell	7,721 -104	-1%	-$5.39K	0.21%	97
2024 Q4	$400K	Sell	7,825 -45	-0.6%	-$2.39K	0.2%	100
2024 Q3	$416K	Sell	7,870 -993	-11%	-$50.5K	0.23%	96
2024 Q2	$432K	Sell	8,863 -465	-5%	-$22.7K	0.26%	86
2024 Q1	$467K	Sell	9,328 -596	-6%	-$28.4K	0.29%	83
2023 Q4	$463K	Buy	+9,924	New	+$428K	0.34%	76

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Aviso Wealth Management's SPYV Position: Q3 2026 in Review

Aviso Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.1% in Q3 2026, selling an estimated $18.3K and leaving 6,819 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #101.

Aviso Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $596K in Q3 2025. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Aviso Wealth Management held 6,819 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $417K as of Q3 2026.
Aviso Wealth Management sold 293 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $18.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Aviso Wealth Management's portfolio in Q3 2026, its #101 holding.
Aviso Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $596K in Q3 2025.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.