CWM
SPYV icon

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

Cahaba Wealth 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
Q1 		$416K Hold
7,359
– – 0.03% 107
2025
Q4 		$418K Hold
7,359
– – 0.03% 101
2025
Q3 		$407K Hold
7,359
– – 0.03% 102
2025
Q2 		$385K Hold
7,359
– – 0.03% 108
2025
Q1 		$376K Hold
7,359
– – 0.03% 102
2024
Q4 		$376K Hold
7,359
– – 0.03% 104
2024
Q3 		$389K Sell
7,359
-263
-3% -$13.4K 0.03% 104
2024
Q2 		$371K Buy
7,622
+263
+4% +$12.9K 0.03% 103
2024
Q1 		$369K Hold
7,359
– – 0.03% 105
2023
Q4 		$343K Hold
7,359
– – 0.03% 99
2023
Q3 		$304K Sell
7,359
-178
-2% -$7.71K 0.03% 106
2023
Q2 		$326K Buy
7,537
+35
+0.5% +$1.45K 0.04% 104
2023
Q1 		$305K Buy
7,502
+211
+3% +$8.55K 0.03% 107
2022
Q4 		$284K Buy
7,291
+45
+0.6% +$1.72K 0.04% 107
2022
Q3 		$249K Buy
7,246
+43
+0.6% +$1.63K 0.03% 112
2022
Q2 		$265K Buy
7,203
+43
+0.6% +$1.7K 0.04% 113
2022
Q1 		$284K Buy
7,160
+31
+0.4% +$1.28K 0.04% 118
2021
Q4 		$299K Buy
7,129
+45
+0.6% +$1.84K 0.04% 116
2021
Q3 		$276K Buy
7,084
+33
+0.5% +$1.32K 0.04% 116
2021
Q2 		$281K Buy
7,051
+36
+0.5% +$1.42K 0.04% 67
2021
Q1 		$265K Buy
7,015
+45
+0.6% +$1.63K 0.04% 73
2020
Q4 		$243K Sell
6,970
-782
-10% -$25.4K 0.04% 82
2020
Q3 		$234K Sell
7,752
-3,664
-32% -$111K 0.05% 70
2020
Q2 		$348K Sell
11,416
-2,520
-18% -$71.8K 0.07% 61
2020
Q1 		$360K Sell
13,936
-5,048
-27% -$161K 0.09% 52
2019
Q4 		$662K Buy
18,984
+101
+0.5% +$3.38K 0.15% 46
2019
Q3 		$603K Sell
18,883
-2,339
-11% -$73.6K 0.14% 47
2019
Q2 		$663K Buy
21,222
+110
+0.5% +$3.38K 0.17% 47
2019
Q1 		$639K Buy
21,112
+97
+0.5% +$2.86K 0.17% 48
2018
Q4 		$570K Buy
+21,015
New +$618K 0.18% 50

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cahaba Wealth Management's SPYV Position: Q1 2026 in Review

Cahaba Wealth Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 7,359 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #107.

Cahaba Wealth Management first reported a position in SPYV in Q4 2018 and has held it in 30 quarters since. The position peaked at $663K in Q2 2019. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Cahaba Wealth Management held 7,359 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $416K as of Q1 2026.
  • Cahaba Wealth Management 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 0.03% of Cahaba Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Cahaba Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Cahaba Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $663K in Q2 2019.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.