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

Empirical Wealth Management’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	$2.79M	Sell	45,713 -98	-0.2%	-$6.13K	0.04%	234
2026 Q2	$2.78M	Sell	45,811 -7,427	-14%	-$444K	0.04%	229
2026 Q1	$3.01M	Buy	53,238 +8,573	+19%	+$497K	0.05%	204
2025 Q4	$2.54M	Sell	44,665 -3,648	-8%	-$205K	0.05%	221
2025 Q3	$2.67M	Sell	48,313 -10,264	-18%	-$553K	0.05%	209
2025 Q2	$3.07M	Buy	58,577 +6,850	+13%	+$342K	0.07%	176
2025 Q1	$2.64M	Sell	51,727 -309	-0.6%	-$16K	0.07%	179
2024 Q4	$2.66M	Sell	52,036 -1,382	-3%	-$73.5K	0.07%	165
2024 Q3	$2.82M	Sell	53,418 -1,960	-4%	-$100K	0.08%	162
2024 Q2	$2.7M	Sell	55,378 -1,445	-3%	-$70.6K	0.08%	154
2024 Q1	$2.85M	Sell	56,823 -13,462	-19%	-$642K	0.09%	142
2023 Q4	$3.28M	Sell	70,285 -32,984	-32%	-$1.42M	0.11%	125
2023 Q3	$4.26M	Sell	103,269 -73,034	-41%	-$3.16M	0.17%	103
2023 Q2	$7.62M	Buy	+176,303	New	+$7.28M	0.31%	66

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

Empirical Wealth Management's SPYV Position: Q3 2026 in Review

Empirical Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.21% in Q3 2026, selling an estimated $6.13K and leaving 45,713 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #234.

Empirical Wealth Management first reported a position in SPYV in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.62M in Q2 2023. 510 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Empirical Wealth Management held 45,713 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.79M as of Q3 2026.
Empirical Wealth Management sold 98 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $6.13K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Empirical Wealth Management's portfolio in Q3 2026, its #234 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2023 and has held it in 14 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.62M in Q2 2023.
510 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.