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

Grey Fox 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
2025 Q4	–	Sell	-1,030	Closed	-$57K	–	540
2025 Q3	$57K	Buy	+1,030	New	+$55.5K	0.01%	245
2023 Q2	–	Sell	-282	Closed	-$11.5K	–	452
2023 Q1	$11.5K	Buy	282 +1	+0.4%	+$41	0.01%	300
2022 Q4	$10.9K	Buy	+281	New	+$10.8K	0.01%	280

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Grey Fox Wealth Advisors's SPYV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 1,030 shares — an estimated $57K sold.

Grey Fox Wealth Advisors first reported a position in SPYV in Q4 2022 and held it in 3 quarters. The position peaked at $57K in Q3 2025. 1,163 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,030 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $57K.
Grey Fox Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $57K in Q3 2025.
1,163 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.