Fedenia Advisers
SPYV icon

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

Fedenia Advisers’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 		– Sell
-231
Closed -$14K – 390
2026
Q2 		$14K Buy
+231
New +$13.8K ﹤0.01% 336
2025
Q1 		– Sell
-812
Closed -$41.5K – 383
2024
Q4 		$41.5K Buy
+812
New +$43.2K 0.02% 263

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Fedenia Advisers's SPYV Position: Q3 2026 in Review

Fedenia Advisers sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2026, closing a stake of 231 shares — an estimated $14K sold.

Fedenia Advisers first reported a position in SPYV in Q4 2024 and held it in 2 quarters. The position peaked at $41.5K in Q4 2024. 394 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Fedenia Advisers reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Fedenia Advisers sold 231 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $14K.
  • Fedenia Advisers first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and held it in 2 quarters.
  • Fedenia Advisers's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $41.5K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.