Independent Advisor Alliance’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Independent Advisor Alliance’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	Buy	95,252 +11,123	+13%	+$696K	0.15%	106
2026 Q2	$5.11M	Sell	84,129 -2,696,058	-97%	-$161M	0.12%	125
2026 Q1	$157M	Buy	2,780,187 +2,726,808	+5,108%	+$158M	1.69%	8
2025 Q4	$3.03M	Buy	53,379 +12,170	+30%	+$684K	0.07%	219
2025 Q3	$2.28M	Buy	41,209 +5,309	+15%	+$286K	0.06%	266
2025 Q2	$1.88M	Buy	35,900 +8,134	+29%	+$406K	0.05%	294
2025 Q1	$1.42M	Sell	27,766 -1,526,185	-98%	-$79.2M	0.05%	308
2024 Q4	$79.5M	Buy	1,553,951 +1,528,528	+6,012%	+$81.3M	1.05%	14
2024 Q3	$1.34M	Buy	25,423 +1,512	+6%	+$76.9K	0.05%	280
2024 Q2	$1.17M	Buy	23,911 +1,632	+7%	+$79.8K	0.04%	294
2024 Q1	$1.12M	Buy	22,279 +13,822	+163%	+$659K	0.04%	305
2023 Q4	$394K	Buy	+8,457	New	+$365K	0.01%	483
2020 Q2	–	Sell	-14,249	Closed	-$368K	–	536
2020 Q1	$368K	Sell	14,249 -21,392	-60%	-$683K	0.05%	245
2019 Q4	$1.24M	Buy	+35,641	New	+$1.19M	0.05%	321

Other funds holding SPYV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Independent Advisor Alliance's SPYV Position: Q3 2026 in Review

Independent Advisor Alliance increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 13% in Q3 2026, buying an estimated $696K and bringing the position to 95,252 shares worth $6.13M. The position accounts for 0.15% of the portfolio, ranked #106.

Independent Advisor Alliance first reported a position in SPYV in Q4 2019 and has held it in 14 quarters since. The position peaked at $157M in Q1 2026. 944 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Independent Advisor Alliance held 95,252 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.13M as of Q3 2026.
Independent Advisor Alliance bought 11,123 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $696K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.15% of Independent Advisor Alliance's portfolio in Q3 2026, its #106 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 14 quarters since.
Independent Advisor Alliance's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $157M in Q1 2026.
944 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Independent Advisor Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.