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

Bridgewealth Advisory 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 Q1	$1.68M	Buy	29,625 +1,820	+7%	+$106K	0.35%	43
2025 Q4	$1.58M	Buy	27,805 +1,574	+6%	+$88.4K	0.35%	49
2025 Q3	$1.45M	Sell	26,231 -2,155	-8%	-$116K	0.34%	44
2025 Q2	$1.49M	Sell	28,386 -3,153	-10%	-$158K	0.38%	42
2025 Q1	$1.61M	Sell	31,539 -1,714	-5%	-$88.9K	2.12%	15
2024 Q4	$1.76M	Sell	33,253 -10,457	-24%	-$556K	0.5%	38
2024 Q3	$2.31M	Buy	43,710 +441	+1%	+$22.4K	0.84%	27
2024 Q2	$2.11M	Buy	43,269 +2,559	+6%	+$125K	0.93%	26
2024 Q1	$2.04M	Buy	40,710 +9,526	+31%	+$454K	1%	26
2023 Q4	$1.45M	Buy	31,184 +5,537	+22%	+$239K	1.11%	24
2023 Q3	$1.06M	Buy	25,647 +17,756	+225%	+$769K	1.3%	18
2023 Q2	$341K	Buy	7,891 +901	+13%	+$37.2K	0.55%	35
2023 Q1	$285K	Sell	6,990 -2,098	-23%	-$85K	0.52%	37
2022 Q4	$353K	Buy	+9,088	New	+$348K	0.69%	30

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

Bridgewealth Advisory Group's SPYV Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.5% in Q1 2026, buying an estimated $106K and bringing the position to 29,625 shares worth $1.68M. The position accounts for 0.35% of the portfolio, ranked #43.

Bridgewealth Advisory Group first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.31M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Bridgewealth Advisory Group held 29,625 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.68M as of Q1 2026.
Bridgewealth Advisory Group bought 1,820 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $106K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.35% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #43 holding.
Bridgewealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
Bridgewealth Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.31M in Q3 2024.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.