IWN
SPYV icon

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

Independent Wealth Network’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 		$5.21M Sell
85,257
-3,414
-4% -$214K 1.31% 12
2026
Q2 		$5.39M Sell
88,671
-2,063
-2% -$123K 1.37% 10
2026
Q1 		$5.13M Sell
90,734
-61,298
-40% -$3.56M 1.52% 10
2025
Q4 		$8.64M Buy
152,032
+4,492
+3% +$252K 2.64% 5
2025
Q3 		$8.16M Buy
147,540
+6,672
+5% +$359K 2.62% 5
2025
Q2 		$7.37M Buy
140,868
+4,679
+3% +$234K 2.68% 5
2025
Q1 		$6.96M Buy
136,189
+692
+0.5% +$35.9K 2.77% 5
2024
Q4 		$6.93M Buy
135,497
+5,665
+4% +$301K 2.81% 5
2024
Q3 		$6.86M Buy
129,832
+2,981
+2% +$152K 3.03% 5
2024
Q2 		$6.18M Sell
126,851
-3,308
-3% -$162K 2.88% 4
2024
Q1 		$6.52M Sell
130,159
-2,345
-2% -$112K 3.06% 4
2023
Q4 		$6.18M Buy
132,504
+2,706
+2% +$117K 3.25% 5
2023
Q3 		$5.36M Buy
129,798
+7,944
+7% +$344K 3.29% 4
2023
Q2 		$5.26M Sell
121,854
-2,510
-2% -$104K 3.16% 5
2023
Q1 		$5.06M Buy
124,364
+629
+0.5% +$25.5K 3.24% 4
2022
Q4 		$4.81M Buy
123,735
+1,024
+0.8% +$39.2K 3.29% 4
2022
Q3 		$4.23M Buy
122,711
+3,710
+3% +$141K 3.31% 4
2022
Q2 		$4.38M Sell
119,001
-2,372
-2% -$93.9K 3.16% 4
2022
Q1 		$5.07M Buy
121,373
+3,826
+3% +$158K 3.22% 3
2021
Q4 		$4.94M Buy
117,547
+1,799
+2% +$73.4K 3.04% 3
2021
Q3 		$4.78M Buy
+115,748
New +$4.62M 3.13% 3

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Independent Wealth Network's SPYV Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.9% in Q3 2026, selling an estimated $214K and leaving 85,257 shares worth $5.21M. The position accounts for 1.31% of the portfolio, ranked #12.

Independent Wealth Network first reported a position in SPYV in Q3 2021 and has held it in 21 quarters since. The position peaked at $8.64M in Q4 2025. 255 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Independent Wealth Network held 85,257 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.21M as of Q3 2026.
  • Independent Wealth Network sold 3,414 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $214K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.31% of Independent Wealth Network's portfolio in Q3 2026, its #12 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.64M in Q4 2025.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.