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Hazlett, Burt & Watson’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Hazlett, Burt & Watson’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 		$3K Hold
66
– – ﹤0.01% 833
2025
Q4 		$3K Sell
66
-19
-22% -$1.07K ﹤0.01% 842
2025
Q3 		$5K Sell
85
-40
-32% -$2.15K ﹤0.01% 739
2025
Q2 		$7K Buy
+125
New +$6.25K ﹤0.01% 644

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hazlett, Burt & Watson's SPYV Position: Q1 2026 in Review

Hazlett, Burt & Watson held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Hazlett, Burt & Watson first reported a position in SPYV in Q2 2025 and has held it in 4 quarters since. The position peaked at $7K in Q2 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Hazlett, Burt & Watson held 66 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3K as of Q1 2026.
  • Hazlett, Burt & Watson left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #833 holding.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Hazlett, Burt & Watson's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7K in Q2 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 Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.