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
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 		$4.79M Buy
+115,748
New +$4.62M 3.13% 3

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

Independent Wealth Network's SPYV Position: Q1 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 40% in Q1 2026, selling an estimated $3.56M and leaving 90,734 shares worth $5.13M. The position accounts for 1.52% of the portfolio, ranked #10.

Independent Wealth Network first reported a position in SPYV in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.64M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Independent Wealth Network held 90,734 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.13M as of Q1 2026.
  • Independent Wealth Network sold 61,298 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $3.56M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 1.52% of Independent Wealth Network's portfolio in Q1 2026, its #10 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 19 quarters since.
  • Independent Wealth Network's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $8.64M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.