Birchbrook
SPYV icon

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

Birchbrook’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 		– Sell
-269
Closed -$16.4K – 305
2026
Q2 		$16.4K Hold
269
– – 0.01% 182
2026
Q1 		$15.2K Buy
+269
New +$15.6K 0.01% 178
2024
Q1 		– Sell
-492
Closed -$22.9K – 308
2023
Q4 		$22.9K Buy
+492
New +$21.2K 0.02% 154

Other funds holding SPYV

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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Birchbrook's SPYV Position: Q3 2026 in Review

Birchbrook sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 269 shares — an estimated $16.4K sold.

Birchbrook first reported a position in SPYV in Q4 2023 and held it in 3 quarters. The position peaked at $22.9K in Q4 2023. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Birchbrook reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Birchbrook sold 269 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $16.4K.
  • Birchbrook first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 3 quarters.
  • Birchbrook's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $22.9K in Q4 2023.
  • 545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.