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SPYV icon

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

Essential Partners’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 		$53.1K Hold
869
– – 0.02% 593
2026
Q2 		$52.8K Hold
869
– – 0.02% 596
2026
Q1 		$49.2K Hold
869
– – 0.02% 607
2025
Q4 		$49.4K Hold
869
– – 0.02% 608
2025
Q3 		$48.1K Buy
+869
New +$46.8K 0.02% 600

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
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
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
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Essential Partners's SPYV Position: Q3 2026 in Review

Essential Partners held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q3 2026 at 869 shares worth $53.1K. The position accounts for 0.02% of the portfolio, ranked #593.

Essential Partners first reported a position in SPYV in Q3 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Essential Partners held 869 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $53.1K as of Q3 2026.
  • Essential Partners left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Essential Partners's portfolio in Q3 2026, its #593 holding.
  • Essential Partners 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.
  • 221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.