Capital Advantage
SPYV icon

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

Capital Advantage’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
-4,968
Closed -$302K – 164
2026
Q2 		$302K Buy
+4,968
New +$297K 0.04% 123

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
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
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Capital Advantage's SPYV Position: Q3 2026 in Review

Capital Advantage sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 4,968 shares — an estimated $302K sold.

Capital Advantage first reported a position in SPYV in Q2 2026 and held it in 1 quarter. The position peaked at $302K in Q2 2026. 428 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Capital Advantage reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Advantage sold 4,968 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $302K.
  • Capital Advantage first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2026 and held it in 1 quarter.
  • Capital Advantage's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $302K in Q2 2026.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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