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

Financial Network Wealth Advisors’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	$2.89M	Buy	47,302 +6,804	+17%	+$426K	2.86%	7
2026 Q2	$2.46M	Buy	40,498 +2,666	+7%	+$160K	2.5%	7
2026 Q1	$2.14M	Buy	37,832 +2,237	+6%	+$130K	2.19%	7
2025 Q4	$2.02M	Buy	35,595 +1,584	+5%	+$89K	2.11%	7
2025 Q3	$1.88M	Buy	34,011 +6,571	+24%	+$354K	2.06%	9
2025 Q2	$1.44M	Sell	27,440 -231	-0.8%	-$11.5K	1.75%	8
2025 Q1	$1.41M	Buy	27,671 +1,296	+5%	+$67.2K	1.86%	9
2024 Q4	$1.35M	Sell	26,375 -33,373	-56%	-$1.78M	2.51%	7
2024 Q3	$3.16M	Sell	59,748 -1,179	-2%	-$60K	2.61%	3
2024 Q2	$2.97M	Buy	60,927 +14,873	+32%	+$727K	2.22%	5
2024 Q1	$2.31M	Sell	46,054 -453	-1%	-$21.6K	2.3%	6
2023 Q4	$2.17M	Buy	+46,507	New	+$2.01M	2.31%	7

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

Financial Network Wealth Advisors's SPYV Position: Q3 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 17% in Q3 2026, buying an estimated $426K and bringing the position to 47,302 shares worth $2.89M. The position accounts for 2.86% of the portfolio, ranked #7.

Financial Network Wealth Advisors first reported a position in SPYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.16M in Q3 2024. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Financial Network Wealth Advisors held 47,302 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.89M as of Q3 2026.
Financial Network Wealth Advisors bought 6,804 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $426K.
State Street SPDR Portfolio S&P 500 Value ETF made up 2.86% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #7 holding.
Financial Network Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
Financial Network Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.16M in Q3 2024.
771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.