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

Guerra 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 Q3	$112K	Buy	+2,025	New	+$109K	0.04%	118

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Guerra Advisors's SPYV Position: Q3 2025 in Review

Guerra Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025: 2,025 shares worth $112K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings.

1,055 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

Guerra Advisors held 2,025 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $112K as of Q3 2025.
State Street SPDR Portfolio S&P 500 Value ETF was a new Guerra Advisors position in Q3 2025.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #118 holding.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.