Everhart Financial Group
SPYV icon

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

Everhart Financial 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 		$324K Buy
5,306
+8
+0.2% +$500 0.02% 360
2026
Q2 		$322K Buy
5,298
+7
+0.1% +$419 0.02% 347
2026
Q1 		$299K Buy
5,291
+7
+0.1% +$406 0.03% 356
2025
Q4 		$300K Buy
5,284
+9
+0.2% +$506 0.03% 326
2025
Q3 		$292K Buy
+5,275
New +$284K 0.03% 317
2025
Q2 		– Sell
-9,243
Closed -$472K – 353
2025
Q1 		$472K Buy
+9,243
New +$479K 0.06% 216
2024
Q4 		– Sell
-5,244
Closed -$277K – 328
2024
Q3 		$277K Buy
5,244
+302
+6% +$15.4K 0.06% 271
2024
Q2 		$241K Buy
4,942
+10
+0.2% +$489 0.06% 260
2024
Q1 		$247K Sell
4,932
-599
-11% -$28.6K 0.07% 235
2023
Q4 		$258K Buy
5,531
+383
+7% +$16.5K 0.09% 204
2023
Q3 		$212K Buy
5,148
+149
+3% +$6.45K 0.09% 197
2023
Q2 		$216K Buy
4,999
+8
+0.2% +$330 0.09% 198
2023
Q1 		$203K Sell
4,991
-1,757
-26% -$71.2K 0.09% 200
2022
Q4 		$262K Buy
+6,748
New +$258K 0.13% 137

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Everhart Financial Group's SPYV Position: Q3 2026 in Review

Everhart Financial Group increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.15% in Q3 2026, buying an estimated $500 and bringing the position to 5,306 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #360.

Everhart Financial Group first reported a position in SPYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $472K in Q1 2025. 998 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Everhart Financial Group held 5,306 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $324K as of Q3 2026.
  • Everhart Financial Group bought 8 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $500.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #360 holding.
  • Everhart Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Everhart Financial Group's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $472K in Q1 2025.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.