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 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

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

Aviso Wealth Management's SPYV Position: Q1 2026 in Review

Aviso Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q1 2026, selling an estimated $57.4K and leaving 7,056 shares worth $399K. The position accounts for 0.18% of the portfolio, ranked #104.

Aviso Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $596K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Aviso Wealth Management held 7,056 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $399K as of Q1 2026.
Aviso Wealth Management sold 990 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $57.4K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.18% of Aviso Wealth Management's portfolio in Q1 2026, its #104 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 10 quarters since.
Aviso Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $596K in Q3 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.