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

Emerald 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	$214K	Sell	3,503 -50	-1%	-$3.13K	0.03%	108
2026 Q2	$216K	Hold	3,553	–	–	0.03%	122
2026 Q1	$201K	Sell	3,553 -69	-2%	-$4K	0.02%	120
2025 Q4	$206K	Hold	3,622	–	–	0.03%	108
2025 Q3	$200K	Buy	+3,622	New	+$195K	0.03%	101

Other funds holding SPYV

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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

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

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Emerald Advisors's SPYV Position: Q3 2026 in Review

Emerald Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.4% in Q3 2026, selling an estimated $3.13K and leaving 3,503 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #108.

Emerald Advisors first reported a position in SPYV in Q3 2025 and has held it in 5 quarters since. The position peaked at $216K in Q2 2026. 327 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Emerald Advisors held 3,503 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $214K as of Q3 2026.
Emerald Advisors sold 50 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $3.13K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Emerald Advisors's portfolio in Q3 2026, its #108 holding.
Emerald Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2025 and has held it in 5 quarters since.
Emerald Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $216K in Q2 2026.
327 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.