Fiduciary Advisors Inc’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Fiduciary Advisors Inc’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	$31.4K	Buy	514 +2	+0.4%	+$125	0.02%	70
2026 Q2	$31.1K	Buy	512 +3	+0.6%	+$180	0.02%	70
2026 Q1	$28.8K	Buy	509 +1	+0.2%	+$58	0.02%	73
2025 Q4	$28.8K	Buy	508 +3	+0.6%	+$169	0.02%	72
2025 Q3	$27.9K	Buy	505 +3	+0.6%	+$162	0.02%	65
2025 Q2	$26.3K	Buy	+502	New	+$25.1K	0.02%	64

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Fiduciary Advisors Inc's SPYV Position: Q3 2026 in Review

Fiduciary Advisors Inc increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.39% in Q3 2026, buying an estimated $125 and bringing the position to 514 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #70.

Fiduciary Advisors Inc first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Fiduciary Advisors Inc held 514 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $31.4K as of Q3 2026.
Fiduciary Advisors Inc bought 2 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $125.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.02% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #70 holding.
Fiduciary Advisors Inc first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.