IAG Wealth Partners
SPYV icon

IAG Wealth Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

IAG Wealth Partners’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
Q3 		$6.13M Sell
100,309
-606
-0.6% -$37.9K 0.58% 40
2026
Q2 		$6.13M Sell
100,915
-1,043
-1% -$62.4K 0.61% 40
2026
Q1 		$5.77M Sell
101,958
-2,681
-3% -$156K 0.64% 35
2025
Q4 		$5.94M Sell
104,639
-3,045
-3% -$171K 0.69% 34
2025
Q3 		$5.96M Sell
107,684
-1,626
-1% -$87.6K 0.72% 32
2025
Q2 		$5.72M Buy
109,310
+29,665
+37% +$1.48M 0.76% 31
2025
Q1 		$4.07M Sell
79,645
-2,036
-2% -$106K 0.63% 34
2024
Q4 		$4.18M Sell
81,681
-3,756
-4% -$200K 0.74% 33
2024
Q3 		$4.52M Buy
85,437
+41
+0% +$2.09K 0.83% 30
2024
Q2 		$4.16M Buy
85,396
+287
+0.3% +$14K 0.84% 29
2024
Q1 		$4.26M Sell
85,109
-2,433
-3% -$116K 0.92% 27
2023
Q4 		$4.08M Buy
87,542
+10,692
+14% +$461K 0.93% 27
2023
Q3 		$3.17M Sell
76,850
-3,913
-5% -$169K 0.88% 24
2023
Q2 		$3.49M Sell
80,763
-6
-0% -$248 0.92% 24
2023
Q1 		$3.29M Sell
80,769
-6,862
-8% -$278K 0.91% 23
2022
Q4 		$3.41M Buy
87,631
+21,123
+32% +$809K 1% 24
2022
Q3 		$2.29M Buy
66,508
+10,883
+20% +$413K 0.76% 26
2022
Q2 		$2.05M Buy
55,625
+912
+2% +$36.1K 0.67% 27
2022
Q1 		$2.28M Sell
54,713
-3,755
-6% -$155K 0.72% 24
2021
Q4 		$2.46M Buy
58,468
+2,497
+4% +$102K 0.79% 23
2021
Q3 		$2.18M Sell
55,971
-1,146
-2% -$45.8K 0.78% 22
2021
Q2 		$2.26M Sell
57,117
-4,551
-7% -$180K 0.81% 22
2021
Q1 		$2.34M Sell
61,668
-2,585
-4% -$93.5K 0.89% 22
2020
Q4 		$2.21M Sell
64,253
-879
-1% -$28.6K 0.9% 21
2020
Q3 		$1.97M Sell
65,132
-5,107
-7% -$155K 0.91% 21
2020
Q2 		$2.04M Sell
70,239
-12,584
-15% -$359K 0.99% 21
2020
Q1 		$2.14M Sell
82,823
-43,533
-34% -$1.39M 1.43% 14
2019
Q4 		$4.41M Buy
+126,356
New +$4.22M 2.88% 10

Other funds holding SPYV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

IAG Wealth Partners's SPYV Position: Q3 2026 in Review

IAG Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.6% in Q3 2026, selling an estimated $37.9K and leaving 100,309 shares worth $6.13M. The position accounts for 0.58% of the portfolio, ranked #40.

IAG Wealth Partners first reported a position in SPYV in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.13M in Q2 2026. 1,095 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • IAG Wealth Partners held 100,309 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.13M as of Q3 2026.
  • IAG Wealth Partners sold 606 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $37.9K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.58% of IAG Wealth Partners's portfolio in Q3 2026, its #40 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $6.13M in Q2 2026.
  • 1,095 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.