Certified Advisory Corp’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Certified Advisory Corp’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	$1.91M	Sell	31,256 -380	-1%	-$23.8K	0.16%	119
2026 Q2	$1.92M	Sell	31,636 -8,200	-21%	-$491K	0.16%	127
2026 Q1	$2.25M	Sell	39,836 -3,093	-7%	-$179K	0.2%	112
2025 Q4	$2.44M	Buy	42,929 +35	+0.1%	+$1.97K	0.22%	105
2025 Q3	$2.37M	Sell	42,894 -2,528	-6%	-$136K	0.23%	105
2025 Q2	$2.38M	Sell	45,422 -13,067	-22%	-$653K	0.25%	98
2025 Q1	$2.99M	Sell	58,489 -4,270	-7%	-$221K	0.34%	83
2024 Q4	$3.21M	Sell	62,759 -1,925	-3%	-$102K	0.35%	80
2024 Q3	$3.42M	Buy	64,684 +2,715	+4%	+$138K	0.38%	76
2024 Q2	$3.02M	Buy	61,969 +2,705	+5%	+$132K	0.38%	80
2024 Q1	$2.97M	Buy	59,264 +529	+0.9%	+$25.2K	0.41%	75
2023 Q4	$2.74M	Sell	58,735 -21,111	-26%	-$910K	0.42%	78
2023 Q3	$2.38M	Buy	79,846 +17,234	+28%	+$746K	0.44%	72
2023 Q2	$2.7M	Buy	62,612 +4,664	+8%	+$193K	0.5%	64
2023 Q1	$2.36M	Buy	57,948 +508	+0.9%	+$20.6K	0.42%	75
2022 Q4	$2.23M	Buy	57,440 +161	+0.3%	+$6.17K	0.44%	67
2022 Q3	$1.98M	Buy	57,279 +5,753	+11%	+$218K	0.45%	63
2022 Q2	$1.9M	Buy	51,526 +2,592	+5%	+$103K	0.42%	67
2022 Q1	$2.04M	Buy	48,934 +7,060	+17%	+$291K	0.43%	65
2021 Q4	$1.76M	Sell	41,874 -3,214	-7%	-$131K	0.39%	68
2021 Q3	$1.76M	Buy	45,088 +2,814	+7%	+$112K	0.43%	59
2021 Q2	$1.67M	Buy	42,274 +2,026	+5%	+$80.1K	0.42%	59
2021 Q1	$1.52M	Buy	+40,248	New	+$1.46M	0.4%	63
2020 Q2	$966K	Buy	33,328 +12,735	+62%	+$363K	0.32%	81
2020 Q1	$532K	Sell	20,593 -4,489	-18%	-$143K	0.21%	106
2019 Q4	$876K	Buy	25,082 +1,945	+8%	+$65K	0.28%	88
2019 Q3	$739K	Buy	23,137 +16,388	+243%	+$516K	0.26%	90
2019 Q2	$211K	Buy	+6,749	New	+$208K	0.08%	170

Other funds holding SPYV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Certified Advisory Corp's SPYV Position: Q3 2026 in Review

Certified Advisory Corp reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q3 2026, selling an estimated $23.8K and leaving 31,256 shares worth $1.91M. The position accounts for 0.16% of the portfolio, ranked #119.

Certified Advisory Corp first reported a position in SPYV in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.42M in Q3 2024. 520 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Certified Advisory Corp held 31,256 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.91M as of Q3 2026.
Certified Advisory Corp sold 380 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $23.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.16% of Certified Advisory Corp's portfolio in Q3 2026, its #119 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 28 quarters since.
Certified Advisory Corp's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.42M in Q3 2024.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.