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

Evoke Wealth’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
2025 Q4	–	Sell	-5,190	Closed	-$287K	–	729
2025 Q3	$287K	Buy	+5,190	New	+$279K	0.01%	510
2020 Q3	–	Sell	-67	Closed	-$2K	–	1121
2020 Q2	$2K	Hold	67	–	–	﹤0.01%	901
2020 Q1	$1.73K	Buy	+67	New	+$2.14K	﹤0.01%	829

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evoke Wealth's SPYV Position: Q4 2025 in Review

Evoke Wealth sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 5,190 shares — an estimated $287K sold.

Evoke Wealth first reported a position in SPYV in Q1 2020 and held it in 3 quarters. The position peaked at $287K in Q3 2025. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Evoke Wealth reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 5,190 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $287K.
Evoke Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2020 and held it in 3 quarters.
Evoke Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $287K in Q3 2025.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.