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

Byrne Financial Freedom’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	$289K	Hold	5,100	–	–	0.14%	86
2025 Q4	$290K	Hold	5,100	–	–	0.13%	85
2025 Q3	$282K	Hold	5,100	–	–	0.14%	80
2025 Q2	$267K	Hold	5,100	–	–	0.13%	83
2025 Q1	$260K	Sell	5,100 -200	-4%	-$10.4K	0.15%	81
2024 Q4	$271K	Buy	+5,300	New	+$282K	0.12%	81

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

Byrne Financial Freedom's SPYV Position: Q1 2026 in Review

Byrne Financial Freedom held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 5,100 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #86.

Byrne Financial Freedom first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Byrne Financial Freedom held 5,100 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $289K as of Q1 2026.
Byrne Financial Freedom left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.14% of Byrne Financial Freedom's portfolio in Q1 2026, its #86 holding.
Byrne Financial Freedom first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $290K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.