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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
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

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

IAG Wealth Partners's SPYV Position: Q1 2026 in Review

IAG Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.6% in Q1 2026, selling an estimated $156K and leaving 101,958 shares worth $5.77M. The position accounts for 0.64% of the portfolio, ranked #35.

IAG Wealth Partners first reported a position in SPYV in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.96M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • IAG Wealth Partners held 101,958 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.77M as of Q1 2026.
  • IAG Wealth Partners sold 2,681 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $156K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.64% of IAG Wealth Partners's portfolio in Q1 2026, its #35 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 26 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.96M in Q3 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 IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.