Diversified Enterprises’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Diversified Enterprises’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	$669K	Hold	10,937	–	–	0.03%	225
2026 Q2	$665K	Sell	10,937 -35	-0.3%	-$2.1K	0.03%	209
2026 Q1	$621K	Buy	10,972 +24	+0.2%	+$1.39K	0.03%	211
2025 Q4	$622K	Buy	10,948 +24	+0.2%	+$1.35K	0.04%	184
2025 Q3	$604K	Buy	10,924 +874	+9%	+$47.1K	0.04%	141
2025 Q2	$526K	Sell	10,050 -1,720	-15%	-$86K	0.04%	154
2025 Q1	$601K	Buy	11,770 +466	+4%	+$24.2K	0.05%	140
2024 Q4	$578K	Buy	11,304 +264	+2%	+$14K	0.06%	115
2024 Q3	$584K	Buy	+11,040	New	+$562K	0.06%	113

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

Diversified Enterprises's SPYV Position: Q3 2026 in Review

Diversified Enterprises held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 10,937 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #225.

Diversified Enterprises first reported a position in SPYV in Q3 2024 and has held it in 9 quarters since. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Diversified Enterprises held 10,937 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $669K as of Q3 2026.
Diversified Enterprises left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #225 holding.
Diversified Enterprises first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 9 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.