Cardiff Park Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Cardiff Park Advisors’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	$239K	Buy	3,909 +3,581	+1,092%	+$224K	0.02%	265
2026 Q2	$19.9K	Hold	328	–	–	﹤0.01%	335
2026 Q1	$18.6K	Hold	328	–	–	﹤0.01%	347
2025 Q4	$18.6K	Hold	328	–	–	﹤0.01%	329
2025 Q3	$18.1K	Hold	328	–	–	﹤0.01%	356
2025 Q2	$17.2K	Hold	328	–	–	﹤0.01%	330
2025 Q1	$16.8K	Hold	328	–	–	﹤0.01%	327
2024 Q4	$16.8K	Hold	328	–	–	﹤0.01%	317
2024 Q3	$17.3K	Hold	328	–	–	﹤0.01%	317
2024 Q2	$16K	Hold	328	–	–	﹤0.01%	310
2024 Q1	$16.4K	Hold	328	–	–	﹤0.01%	330
2023 Q4	$15.3K	Buy	+328	New	+$14.1K	﹤0.01%	310
2023 Q3	–	Sell	-222	Closed	-$9.6K	–	328
2023 Q2	$9.6K	Hold	222	–	–	﹤0.01%	308
2023 Q1	$9.04K	Buy	+222	New	+$9K	﹤0.01%	303

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cardiff Park Advisors's SPYV Position: Q3 2026 in Review

Cardiff Park Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1,092% in Q3 2026, buying an estimated $224K and bringing the position to 3,909 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #265.

Cardiff Park Advisors first reported a position in SPYV in Q1 2023 and has held it in 14 quarters since. 888 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Cardiff Park Advisors held 3,909 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $239K as of Q3 2026.
Cardiff Park Advisors bought 3,581 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $224K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q3 2026, its #265 holding.
Cardiff Park Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.