Empower Advisory Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Empower Advisory Group’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	$225K	Sell	3,679 -256	-7%	-$16K	﹤0.01%	507
2026 Q2	$239K	Sell	3,935 -69	-2%	-$4.13K	﹤0.01%	482
2026 Q1	$227K	Buy	+4,004	New	+$232K	﹤0.01%	472
2025 Q4	–	Sell	-5,850	Closed	-$324K	–	546
2025 Q3	$324K	Sell	5,850 -3,542	-38%	-$191K	﹤0.01%	413
2025 Q2	$492K	Buy	9,392 +1,960	+26%	+$97.9K	﹤0.01%	333
2025 Q1	$380K	Sell	7,432 -791	-10%	-$41K	﹤0.01%	360
2024 Q4	$421K	Sell	8,223 -7,068	-46%	-$376K	﹤0.01%	348
2024 Q3	$808K	Buy	15,291 +8,383	+121%	+$427K	﹤0.01%	252
2024 Q2	$337K	Buy	6,908 +1,441	+26%	+$70.4K	﹤0.01%	373
2024 Q1	$274K	Buy	5,467 +272	+5%	+$13K	﹤0.01%	425
2023 Q4	$242K	Buy	+5,195	New	+$224K	﹤0.01%	431
2023 Q3	–	Sell	-5,607	Closed	-$242K	–	484
2023 Q2	$242K	Sell	5,607 -121	-2%	-$5K	﹤0.01%	433
2023 Q1	$233K	Buy	+5,728	New	+$232K	﹤0.01%	443

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Empower Advisory Group's SPYV Position: Q3 2026 in Review

Empower Advisory Group reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.5% in Q3 2026, selling an estimated $16K and leaving 3,679 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Empower Advisory Group first reported a position in SPYV in Q1 2023 and has held it in 13 quarters since. The position peaked at $808K in Q3 2024. 1,095 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Empower Advisory Group held 3,679 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $225K as of Q3 2026.
Empower Advisory Group sold 256 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $16K.
State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q3 2026, its #507 holding.
Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $808K in Q3 2024.
1,095 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.