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

Hutchinson Financial 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	$1.43M	Sell	25,921 -4,667	-15%	-$251K	1.41%	31
2025 Q2	$1.6M	Buy	+30,588	New	+$1.53M	1.79%	23

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

Hutchinson Financial Advisors's SPYV Position: Q3 2025 in Review

Hutchinson Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 15% in Q3 2025, selling an estimated $251K and leaving 25,921 shares worth $1.43M. The position accounts for 1.41% of the portfolio, ranked #31.

Hutchinson Financial Advisors first reported a position in SPYV in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.6M in Q2 2025. 1,055 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

Hutchinson Financial Advisors held 25,921 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.43M as of Q3 2025.
Hutchinson Financial Advisors sold 4,667 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $251K.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.41% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #31 holding.
Hutchinson Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 2 quarters since.
Hutchinson Financial Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.6M in Q2 2025.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.