Dynamic Advisor Solutions
SPYV icon

Dynamic Advisor Solutions’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Dynamic Advisor Solutions’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 		$407K Sell
6,650
-78
-1% -$4.88K 0.01% 718
2026
Q2 		$409K Buy
6,728
+1,045
+18% +$62.5K 0.01% 739
2026
Q1 		$322K Sell
5,683
-39
-0.7% -$2.26K 0.01% 788
2025
Q4 		$325K Buy
5,722
+4
+0.1% +$225 0.01% 750
2025
Q3 		$316K Buy
5,718
+55
+1% +$2.96K 0.01% 759
2025
Q2 		$296K Buy
5,663
+6
+0.1% +$300 0.01% 749
2025
Q1 		$289K Sell
5,657
-506
-8% -$26.2K 0.01% 716
2024
Q4 		$315K Sell
6,163
-2,265
-27% -$121K 0.01% 520
2024
Q3 		$446K Sell
8,428
-343
-4% -$17.5K 0.01% 646
2024
Q2 		$428K Buy
8,771
+154
+2% +$7.53K 0.01% 662
2024
Q1 		$432K Buy
8,617
+2,194
+34% +$105K 0.01% 637
2023
Q4 		$300K Buy
6,423
+43
+0.7% +$1.85K 0.01% 717
2023
Q3 		$263K Sell
6,380
-1,368
-18% -$59.2K 0.01% 697
2023
Q2 		$335K Sell
7,748
-894
-10% -$36.9K 0.02% 603
2023
Q1 		$352K Sell
8,642
-505
-6% -$20.5K 0.02% 555
2022
Q4 		$356K Buy
9,147
+1,243
+16% +$47.6K 0.02% 519
2022
Q3 		$273K Buy
7,904
+105
+1% +$3.98K 0.02% 553
2022
Q2 		$287K Buy
7,799
+1,381
+22% +$54.7K 0.02% 551
2022
Q1 		$268K Buy
6,418
+1,234
+24% +$50.9K 0.02% 595
2021
Q4 		$218K Buy
5,184
+4
+0.1% +$163 0.02% 663
2021
Q3 		$202K Buy
+5,180
New +$207K 0.02% 696
2021
Q2 		– Sell
-15,461
Closed -$586K – 808
2021
Q1 		$586K Buy
+15,461
New +$559K 0.05% 340
2020
Q4 		– Sell
-14,613
Closed -$441K – 719
2020
Q3 		$441K Buy
14,613
+14
+0.1% +$425 0.05% 340
2020
Q2 		$423K Sell
14,599
-2,324
-14% -$66.2K 0.06% 311
2020
Q1 		$437K Buy
16,923
+1,490
+10% +$47.6K 0.08% 262
2019
Q4 		$539K Buy
15,433
+731
+5% +$24.4K 0.07% 297
2019
Q3 		$470K Buy
14,702
+3,293
+29% +$104K 0.07% 285
2019
Q2 		$357K Buy
+11,409
New +$351K 0.06% 327

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
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
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

Dynamic Advisor Solutions's SPYV Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q3 2026, selling an estimated $4.88K and leaving 6,650 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #718.

Dynamic Advisor Solutions first reported a position in SPYV in Q2 2019 and has held it in 28 quarters since. The position peaked at $586K in Q1 2021. 275 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Dynamic Advisor Solutions held 6,650 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $407K as of Q3 2026.
  • Dynamic Advisor Solutions sold 78 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $4.88K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #718 holding.
  • Dynamic Advisor Solutions 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.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $586K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.