Fourth Dimension Wealth’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Fourth Dimension Wealth’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 Q1	$1.43M	Sell	25,321 -2,405	-9%	-$140K	0.54%	40
2025 Q4	$1.58M	Buy	27,726 +5,772	+26%	+$324K	0.57%	43
2025 Q3	$1.21M	Buy	21,954 +1,489	+7%	+$80.2K	0.46%	48
2025 Q2	$1.07M	Buy	20,465 +3,163	+18%	+$158K	0.45%	47
2025 Q1	$884K	Buy	17,302 +1,420	+9%	+$73.6K	0.43%	47
2024 Q4	$884K	Buy	+15,882	New	+$845K	0.46%	41

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fourth Dimension Wealth's SPYV Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 8.7% in Q1 2026, selling an estimated $140K and leaving 25,321 shares worth $1.43M. The position accounts for 0.54% of the portfolio, ranked #40.

Fourth Dimension Wealth first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Fourth Dimension Wealth held 25,321 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.43M as of Q1 2026.
Fourth Dimension Wealth sold 2,405 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $140K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.54% of Fourth Dimension Wealth's portfolio in Q1 2026, its #40 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.58M in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.