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

Centurion 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
Q3 		– Sell
-6,581
Closed -$400K – 302
2026
Q2 		$400K Buy
+6,581
New +$394K 0.1% 186

Other funds holding SPYV

Connecticut Wealth Management
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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
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
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Centurion Wealth Management's SPYV Position: Q3 2026 in Review

Centurion Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 6,581 shares — an estimated $400K sold.

Centurion Wealth Management first reported a position in SPYV in Q2 2026 and held it in 1 quarter. The position peaked at $400K in Q2 2026. 302 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Centurion Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 6,581 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $400K.
  • Centurion Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2026 and held it in 1 quarter.
  • Centurion Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $400K in Q2 2026.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.