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

Byrne Asset Management’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	$65.6K	Hold	172	–	–	0.04%	262
2026 Q2	$66.5K	Hold	172	–	–	0.04%	270
2026 Q1	$50.4K	Sell	172 -5	-3%	-$290	0.03%	280
2025 Q4	$62K	Hold	177	–	–	0.03%	259
2025 Q3	$57.2K	Hold	177	–	–	0.04%	215
2025 Q2	$68.8K	Buy	+177	New	+$8.85K	0.05%	184
2025 Q1	–	Hold	0	–	–	–	168
2024 Q4	–	Sell	-327	Closed	-$17.4K	–	177
2024 Q3	$170K	Sell	327 -10	-3%	-$509	0.12%	123
2024 Q2	$181K	Buy	+337	New	+$16.5K	0.13%	112
2024 Q1	–	Sell	-360	Closed	-$17.2K	–	111
2023 Q4	$168K	Hold	360	–	–	0.13%	117
2023 Q3	$157K	Buy	+360	New	+$15.6K	0.13%	115

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PWM

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Byrne Asset Management's SPYV Position: Q3 2026 in Review

Byrne Asset Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 172 shares worth $65.6K. The position accounts for 0.04% of the portfolio, ranked #262.

Byrne Asset Management first reported a position in SPYV in Q3 2023 and has held it in 10 quarters since. The position peaked at $181K in Q2 2024. 40 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Byrne Asset Management held 172 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $65.6K as of Q3 2026.
Byrne Asset Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Byrne Asset Management's portfolio in Q3 2026, its #262 holding.
Byrne Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 10 quarters since.
Byrne Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $181K in Q2 2024.
40 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.