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Financial Advocates Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-172,588
Closed -$9.03M – 536
2025
Q2 		$9.03M Buy
172,588
+22,615
+15% +$1.13M 0.74% 30
2025
Q1 		$7.83M Buy
149,973
+51,893
+53% +$2.69M 0.55% 37
2024
Q4 		$5.18M Buy
98,080
+4,150
+4% +$221K 0.29% 71
2024
Q3 		$4.96M Buy
93,930
+3,910
+4% +$199K 0.28% 84
2024
Q2 		$4.39M Sell
90,020
-135,851
-60% -$6.64M 0.27% 85
2024
Q1 		$11.3M Buy
225,871
+47,762
+27% +$2.28M 0.66% 27
2023
Q4 		$8.26M Buy
178,109
+93,251
+110% +$4.02M 0.54% 35
2023
Q3 		$3.5M Buy
84,858
+7,775
+10% +$337K 0.25% 100
2023
Q2 		$3.54M Buy
77,083
+7,199
+10% +$297K 0.25% 99
2023
Q1 		$2.85M Buy
69,884
+30,899
+79% +$1.25M 0.2% 118
2022
Q4 		$2.47M Buy
38,985
+9,214
+31% +$353K 0.18% 139
2022
Q3 		$1.37M Buy
29,771
+3,729
+14% +$141K 0.11% 201
2022
Q2 		$959K Sell
26,042
-791
-3% -$31.3K 0.08% 278
2022
Q1 		$1.12M Buy
26,833
+3,376
+14% +$139K 0.07% 278
2021
Q4 		$985K Sell
23,457
-808
-3% -$33K 0.06% 321
2021
Q3 		$947K Buy
24,265
+986
+4% +$39.4K 0.06% 325
2021
Q2 		$920K Sell
23,279
-269
-1% -$10.6K 0.06% 335
2021
Q1 		$892K Sell
23,548
-790
-3% -$28.6K 0.06% 345
2020
Q4 		$840K Sell
24,338
-67
-0.3% -$2.18K 0.06% 332
2020
Q3 		$737K Buy
24,405
+510
+2% +$15.5K 0.06% 304
2020
Q2 		$692K Sell
23,895
-189
-0.8% -$5.39K 0.07% 301
2020
Q1 		$623K Buy
24,084
+3,430
+17% +$110K 0.09% 241
2019
Q4 		$721K Buy
20,654
+229
+1% +$7.65K 0.08% 255
2019
Q3 		$653K Sell
20,425
-775
-4% -$24.4K 0.07% 248
2019
Q2 		$663K Sell
21,200
-2,009
-9% -$61.8K 0.08% 231
2019
Q1 		$703K Buy
23,209
+9,012
+63% +$266K 0.09% 221
2018
Q4 		$386K Sell
14,197
-157
-1% -$4.62K 0.05% 288
2018
Q3 		$447K Buy
14,354
+2,154
+18% +$66.5K 0.05% 307
2018
Q2 		$361K Hold
12,200
– – 0.04% 330
2018
Q1 		$359K Hold
12,200
– – 0.05% 326
2017
Q4 		$374K Buy
+12,200
New +$365K 0.05% 308

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's SPYV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 172,588 shares — an estimated $9.03M sold.

Financial Advocates Investment Management first reported a position in SPYV in Q4 2017 and held it in 31 quarters. The position peaked at $11.3M in Q1 2024. 1,056 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 172,588 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $9.03M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $11.3M in Q1 2024.
  • 1,056 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.