EverSource Wealth Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYV
AF
VA
EverSource Wealth Advisors's SPYV Position: Q2 2026 in Review
EverSource Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 71% in Q2 2026, selling an estimated $544K and leaving 3,680 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #949.
EverSource Wealth Advisors first reported a position in SPYV in Q4 2022 and has held it in 12 quarters since. The position peaked at $722K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.
- EverSource Wealth Advisors held 3,680 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $224K as of Q2 2026.
- EverSource Wealth Advisors sold 9,082 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $544K.
- State Street SPDR Portfolio S&P 500 Value ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #949 holding.
- EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 12 quarters since.
- EverSource Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $722K in Q4 2025.
- 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.