B. Riley Wealth Advisors
SPYV icon

B. Riley Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

B. Riley Wealth Advisors’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 		$252K Sell
4,126
-178
-4% -$11.1K 0.01% 826
2026
Q2 		$262K Buy
4,304
+15
+0.3% +$898 0.01% 672
2026
Q1 		$239K Buy
4,289
+7
+0.2% +$406 0.02% 658
2025
Q4 		$243K Buy
4,282
+9
+0.2% +$506 0.01% 791
2025
Q3 		$236K Sell
4,273
-702
-14% -$37.8K 0.01% 827
2025
Q2 		$260K Sell
4,975
-13,392
-73% -$669K 0.01% 773
2025
Q1 		$938K Sell
18,367
-671
-4% -$34.8K 0.03% 529
2024
Q4 		$974K Sell
19,038
-106,210
-85% -$5.65M 0.03% 456
2024
Q3 		$6.58M Buy
125,248
+109,409
+691% +$5.57M 0.18% 122
2024
Q2 		$772K Buy
15,839
+8,919
+129% +$436K 0.02% 630
2024
Q1 		$286K Sell
6,920
-105,561
-94% -$5.03M 0.01% 1057
2023
Q4 		$5.24M Buy
112,481
+105,561
+1,525% +$4.55M 0.14% 169
2023
Q3 		$286K Sell
6,920
-2,182
-24% -$94.5K 0.01% 1057
2023
Q2 		$393K Sell
9,102
-843
-8% -$34.8K 0.01% 981
2023
Q1 		$405K Sell
9,945
-201,997
-95% -$8.18M 0.01% 908
2022
Q4 		$8.24M Buy
211,942
+202,870
+2,236% +$7.77M 0.23% 94
2022
Q3 		$313K Sell
9,072
-4,149
-31% -$157K 0.01% 979
2022
Q2 		$487K Sell
13,221
-1,091
-8% -$43.2K 0.02% 668
2022
Q1 		$599K Sell
14,312
-5,436
-28% -$224K 0.02% 666
2021
Q4 		$830K Buy
19,748
+74
+0.4% +$3.02K 0.02% 591
2021
Q3 		$768K Sell
19,674
-31
-0.2% -$1.24K 0.02% 612
2021
Q2 		$780K Sell
19,705
-39,094
-66% -$1.55M 0.03% 597
2021
Q1 		$2.23M Buy
58,799
+50,456
+605% +$1.82M 0.08% 287
2020
Q4 		$288K Sell
8,343
-2,222
-21% -$72.2K 0.02% 777
2020
Q3 		$316K Buy
10,565
+3,240
+44% +$98.4K 0.02% 701
2020
Q2 		$214K Buy
+7,325
New +$209K 0.01% 752
2020
Q1 		– Sell
-205,791
Closed -$7.18M – 891
2019
Q4 		$7.18M Buy
205,791
+89,361
+77% +$2.99M 0.61% 29
2019
Q3 		$3.72M Buy
+116,430
New +$3.67M 0.37% 58

Other funds holding SPYV

Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

B. Riley Wealth Advisors's SPYV Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.1% in Q3 2026, selling an estimated $11.1K and leaving 4,126 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #826.

B. Riley Wealth Advisors first reported a position in SPYV in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.24M in Q4 2022. 729 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • B. Riley Wealth Advisors held 4,126 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $252K as of Q3 2026.
  • B. Riley Wealth Advisors sold 178 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $11.1K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #826 holding.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2019 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.24M in Q4 2022.
  • 729 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.