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

Barnes Wealth Management Group’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	$688K	Sell	11,250 -2,788	-20%	-$174K	0.31%	82
2026 Q2	$853K	Buy	14,038 +645	+5%	+$38.6K	0.39%	65
2026 Q1	$758K	Sell	13,393 -1,798	-12%	-$104K	0.38%	72
2025 Q4	$863K	Sell	15,191 -605	-4%	-$34K	0.46%	56
2025 Q3	$874K	Sell	15,796 -1,599	-9%	-$86.1K	0.48%	53
2025 Q2	$910K	Buy	17,395 +47	+0.3%	+$2.35K	0.54%	49
2025 Q1	$886K	Sell	17,348 -1,629	-9%	-$84.5K	0.57%	47
2024 Q4	$970K	Buy	+18,977	New	+$1.01M	0.65%	43

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

Barnes Wealth Management Group's SPYV Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 20% in Q3 2026, selling an estimated $174K and leaving 11,250 shares worth $688K. The position accounts for 0.31% of the portfolio, ranked #82.

Barnes Wealth Management Group first reported a position in SPYV in Q4 2024 and has held it in 8 quarters since. The position peaked at $970K in Q4 2024. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Barnes Wealth Management Group held 11,250 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $688K as of Q3 2026.
Barnes Wealth Management Group sold 2,788 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $174K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.31% of Barnes Wealth Management Group's portfolio in Q3 2026, its #82 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 8 quarters since.
Barnes Wealth Management Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $970K in Q4 2024.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.