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

DHJJ Financial 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 Q1	$178	Hold	3	–	–	﹤0.01%	1006
2025 Q4	$178	Hold	3	–	–	﹤0.01%	958
2025 Q3	$173	Hold	3	–	–	﹤0.01%	929
2025 Q2	$163	Hold	3	–	–	﹤0.01%	906
2025 Q1	$158	Hold	3	–	–	﹤0.01%	863
2024 Q4	$157	Hold	3	–	–	﹤0.01%	827
2024 Q3	$162	Hold	3	–	–	﹤0.01%	813
2024 Q2	$148	Hold	3	–	–	﹤0.01%	766
2024 Q1	$152	Hold	3	–	–	﹤0.01%	751
2023 Q4	$140	Hold	3	–	–	﹤0.01%	744
2023 Q3	$124	Buy	+3	New	+$130	﹤0.01%	750

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DHJJ Financial Advisors's SPYV Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 3 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

DHJJ Financial Advisors first reported a position in SPYV in Q3 2023 and has held it in 11 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

DHJJ Financial Advisors held 3 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $178 as of Q1 2026.
DHJJ Financial Advisors left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #1006 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 11 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.