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

Financial Management Network’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	$239K	Sell	3,887 -189	-5%	-$11.8K	0.03%	188
2026 Q2	$252K	Buy	+4,076	New	+$244K	0.04%	186
2025 Q4	–	Sell	-4,901	Closed	-$274K	–	198
2025 Q3	$274K	Buy	+4,901	New	+$264K	0.05%	156
2024 Q4	–	Sell	-4,810	Closed	-$254K	–	177
2024 Q3	$254K	Buy	+4,810	New	+$245K	0.05%	149
2024 Q2	–	Sell	-5,252	Closed	-$257K	–	167
2024 Q1	$257K	Buy	+5,252	New	+$250K	0.06%	139
2023 Q4	–	Sell	-8,683	Closed	-$354K	–	153
2023 Q3	$354K	Sell	8,683 -841	-9%	-$36.4K	0.12%	107
2023 Q2	$413K	Buy	+9,524	New	+$393K	0.14%	100
2023 Q1	–	Sell	-10,628	Closed	-$421K	–	136
2022 Q4	$421K	Sell	10,628 -162	-2%	-$6.21K	0.19%	97
2022 Q3	$394K	Sell	10,790 -385	-3%	-$14.6K	0.19%	93
2022 Q2	$417K	Buy	+11,175	New	+$443K	0.22%	84
2022 Q1	–	Sell	-11,907	Closed	-$507K	–	135
2021 Q4	$507K	Sell	11,907 -1,475	-11%	-$60.2K	0.23%	81
2021 Q3	$527K	Buy	13,382 +592	+5%	+$23.6K	0.27%	76
2021 Q2	$510K	Buy	12,790 +3,248	+34%	+$128K	0.26%	76
2021 Q1	$378K	Buy	9,542 +1,429	+18%	+$51.7K	0.2%	90
2020 Q4	$288K	Buy	+8,113	New	+$264K	0.18%	89

Other funds holding SPYV

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Management Network's SPYV Position: Q3 2026 in Review

Financial Management Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.6% in Q3 2026, selling an estimated $11.8K and leaving 3,887 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #188.

Financial Management Network first reported a position in SPYV in Q4 2020 and has held it in 15 quarters since. The position peaked at $527K in Q3 2021. 75 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Financial Management Network held 3,887 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $239K as of Q3 2026.
Financial Management Network sold 189 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $11.8K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Financial Management Network's portfolio in Q3 2026, its #188 holding.
Financial Management Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 15 quarters since.
Financial Management Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $527K in Q3 2021.
75 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.