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SPYV icon

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

Herold 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 		– Sell
-12,839
Closed -$672K – 307
2025
Q2 		$672K Buy
12,839
+1,894
+17% +$94.7K 0.14% 158
2025
Q1 		$559K Buy
10,945
+3,393
+45% +$176K 0.12% 174
2024
Q4 		$386K Sell
7,552
-82
-1% -$4.36K 0.08% 201
2024
Q3 		$404K Buy
7,634
+370
+5% +$18.8K 0.09% 203
2024
Q2 		$354K Buy
7,264
+861
+13% +$42.1K 0.08% 206
2024
Q1 		$321K Buy
+6,403
New +$305K 0.08% 211

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Herold Advisors's SPYV Position: Q3 2025 in Review

Herold Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 12,839 shares — an estimated $672K sold.

Herold Advisors first reported a position in SPYV in Q1 2024 and held it in 6 quarters. The position peaked at $672K in Q2 2025. 1,059 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Herold Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 12,839 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $672K.
  • Herold Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2024 and held it in 6 quarters.
  • Herold Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $672K in Q2 2025.
  • 1,059 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

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