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

Emergent 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 Q1	–	Sell	-13,779	Closed	-$783K	–	145
2025 Q4	$783K	Sell	13,779 -1,195	-8%	-$67.1K	0.44%	48
2025 Q3	$829K	Buy	14,974 +98	+0.7%	+$5.28K	0.48%	39
2025 Q2	$779K	Sell	14,876 -1,598	-10%	-$79.9K	0.5%	41
2025 Q1	$841K	Sell	16,474 -4,779	-22%	-$248K	0.61%	36
2024 Q4	$1.09M	Buy	21,253 +1,514	+8%	+$80.6K	0.79%	27
2024 Q3	$1.04M	Buy	19,739 +10,381	+111%	+$528K	0.77%	29
2024 Q2	$456K	Buy	9,358 +1,384	+17%	+$67.6K	0.37%	52
2024 Q1	$399K	Buy	+7,974	New	+$380K	0.34%	58

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Emergent Wealth Advisors's SPYV Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2026, closing a stake of 13,779 shares — an estimated $783K sold.

Emergent Wealth Advisors first reported a position in SPYV in Q1 2024 and held it in 8 quarters. The position peaked at $1.09M in Q4 2024. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Emergent Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 13,779 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $783K.
Emergent Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and held it in 8 quarters.
Emergent Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.09M in Q4 2024.
1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.