Index Fund Advisors
SPYV icon

Index Fund Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Index Fund Advisors’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 		$1.58M Sell
25,832
-1,690
-6% -$106K 0.07% 55
2026
Q2 		$1.67M Buy
27,522
+777
+3% +$46.5K 0.07% 56
2026
Q1 		$1.51M Buy
26,745
+139
+0.5% +$8.06K 0.07% 54
2025
Q4 		$1.51M Sell
26,606
-1,074
-4% -$60.3K 0.07% 48
2025
Q3 		$1.53M Buy
27,680
+64
+0.2% +$3.45K 0.07% 45
2025
Q2 		$1.45M Buy
27,616
+258
+0.9% +$12.9K 0.08% 42
2025
Q1 		$1.4M Sell
27,358
-4,296
-14% -$223K 0.09% 31
2024
Q4 		$1.62M Sell
31,654
-192
-0.6% -$10.2K 0.09% 30
2024
Q3 		$1.68M Sell
31,846
-120
-0.4% -$6.11K 0.09% 31
2024
Q2 		$1.56M Buy
31,966
+22
+0.1% +$1.08K 0.09% 30
2024
Q1 		$1.6M Sell
31,944
-191
-0.6% -$9.11K 0.09% 30
2023
Q4 		$1.5M Sell
32,135
-80
-0.2% -$3.45K 0.09% 29
2023
Q3 		$1.33M Sell
32,215
-584
-2% -$25.3K 0.09% 29
2023
Q2 		$1.42M Buy
32,799
+221
+0.7% +$9.13K 0.09% 30
2023
Q1 		$1.33M Sell
32,578
-1,033
-3% -$41.9K 0.09% 26
2022
Q4 		$1.31M Buy
33,611
+20,271
+152% +$776K 0.09% 21
2022
Q3 		$460K Sell
13,340
-20,509
-61% -$778K 0.04% 49
2022
Q2 		$1.25M Buy
33,849
+306
+0.9% +$12.1K 0.09% 27
2022
Q1 		$1.4M Sell
33,543
-1,084
-3% -$44.7K 0.1% 22
2021
Q4 		$1.45M Buy
+34,627
New +$1.41M 0.1% 25

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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Index Fund Advisors's SPYV Position: Q3 2026 in Review

Index Fund Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 6.1% in Q3 2026, selling an estimated $106K and leaving 25,832 shares worth $1.58M. The position accounts for 0.07% of the portfolio, ranked #55.

Index Fund Advisors first reported a position in SPYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.68M in Q3 2024. 828 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Index Fund Advisors held 25,832 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.58M as of Q3 2026.
  • Index Fund Advisors sold 1,690 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $106K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.07% of Index Fund Advisors's portfolio in Q3 2026, its #55 holding.
  • Index Fund Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Index Fund Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.68M in Q3 2024.
  • 828 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Index Fund Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.