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

Hamilton Capital’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
2023 Q4	–	Sell	-20,900	Closed	-$11.5K	–	142
2023 Q3	$11.5K	Hold	20,900	–	–	﹤0.01%	124
2023 Q2	$12.6K	Sell	20,900 -68,600	-77%	-$2.83M	﹤0.01%	125
2023 Q1	$69.4K	Hold	89,500	–	–	﹤0.01%	119
2022 Q4	$208K	Sell	89,500 -20,000	-18%	-$766K	0.01%	134
2022 Q3	$173K	Buy	+109,500	New	+$4.15M	0.01%	95

Other funds holding SPYV

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

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Hamilton Capital's SPYV Position: Q3 2026 in Review

Hamilton Capital increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7% in Q3 2026, buying an estimated $2.11M and bringing the position to 517,275 shares worth $31.6M. The position accounts for 1.78% of the portfolio, ranked #8.

Hamilton Capital first reported a position in SPYV in Q4 2020 and has held it in 23 quarters since. The position peaked at $600M in Q1 2022. 545 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Hamilton Capital held 517,275 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $31.6M as of Q3 2026.
Hamilton Capital bought 33,649 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $2.11M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.78% of Hamilton Capital's portfolio in Q3 2026, its #8 holding.
Hamilton Capital first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
Hamilton Capital's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $600M in Q1 2022.
545 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.