CWA
SPYV icon

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

Choice Wealth 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 		$33.6M Buy
549,152
+4,598
+0.8% +$288K 11.6% 1
2026
Q2 		$33.1M Buy
544,554
+1,831
+0.3% +$110K 11.62% 1
2026
Q1 		$30.7M Buy
542,723
+8,289
+2% +$481K 12.05% 1
2025
Q4 		$30.4M Sell
534,434
-1,966
-0.4% -$110K 12% 1
2025
Q3 		$29.7M Sell
536,400
-2,290
-0.4% -$123K 12.72% 1
2025
Q2 		$28.2M Buy
538,690
+3,204
+0.6% +$160K 12.74% 1
2025
Q1 		$27.3M Buy
535,486
+2,113
+0.4% +$110K 14.25% 1
2024
Q4 		$27.3M Buy
533,373
+7,255
+1% +$386K 13.93% 1
2024
Q3 		$27.8M Sell
526,118
-5,285
-1% -$269K 13.9% 1
2024
Q2 		$25.9M Buy
531,403
+2,954
+0.6% +$144K 13.74% 2
2024
Q1 		$26.5M Sell
528,449
-21,115
-4% -$1.01M 16.03% 1
2023
Q4 		$25.6M Sell
549,564
-24,936
-4% -$1.08M 15.87% 1
2023
Q3 		$23.7M Sell
574,500
-8,327
-1% -$361K 16.74% 1
2023
Q2 		$25.2M Sell
582,827
-20,812
-3% -$859K 17.13% 1
2023
Q1 		$24.6M Buy
603,639
+3,765
+0.6% +$153K 17.87% 1
2022
Q4 		$23.3M Sell
599,874
-10,064
-2% -$385K 17.51% 1
2022
Q3 		$21M Buy
+609,938
New +$23.1M 17.59% 1
2022
Q2 		– Sell
-617,740
Closed -$25.7M – 50
2022
Q1 		$25.7M Sell
617,740
-35,986
-6% -$1.48M 20.42% 1
2021
Q4 		$27.5M Buy
653,726
+40,412
+7% +$1.65M 20.19% 1
2021
Q3 		$23.9M Sell
613,314
-55,542
-8% -$2.22M 19.4% 1
2021
Q2 		$26.4M Buy
668,856
+34,200
+5% +$1.35M 19% 1
2021
Q1 		$24.1M Buy
634,656
+30,305
+5% +$1.1M 19.87% 1
2020
Q4 		$20.8M Buy
+604,351
New +$19.6M 18.76% 1

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 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
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Choice Wealth Advisors's SPYV Position: Q3 2026 in Review

Choice Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.84% in Q3 2026, buying an estimated $288K and bringing the position to 549,152 shares worth $33.6M. The position accounts for 11.6% of the portfolio, ranked #1.

Choice Wealth Advisors first reported a position in SPYV in Q4 2020 and has held it in 23 quarters since. 255 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Choice Wealth Advisors held 549,152 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $33.6M as of Q3 2026.
  • Choice Wealth Advisors bought 4,598 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $288K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 11.6% of Choice Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Choice Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.