Benchmark Financial’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Benchmark Financial’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	$5.34M	Buy	87,408 +1,298	+2%	+$81.2K	4.1%	7
2026 Q2	$5.23M	Sell	86,110 -1,550	-2%	-$92.8K	4.27%	7
2026 Q1	$4.96M	Buy	87,660 +13,108	+18%	+$760K	4.45%	7
2025 Q4	$4.24M	Buy	+74,552	New	+$4.19M	4.22%	8

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Benchmark Financial's SPYV Position: Q3 2026 in Review

Benchmark Financial increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.5% in Q3 2026, buying an estimated $81.2K and bringing the position to 87,408 shares worth $5.34M. The position accounts for 4.1% of the portfolio, ranked #7.

Benchmark Financial first reported a position in SPYV in Q4 2025 and has held it in 4 quarters since. 787 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Benchmark Financial held 87,408 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.34M as of Q3 2026.
Benchmark Financial bought 1,298 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $81.2K.
State Street SPDR Portfolio S&P 500 Value ETF made up 4.1% of Benchmark Financial's portfolio in Q3 2026, its #7 holding.
Benchmark Financial first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2025 and has held it in 4 quarters since.
787 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.