Inman Jager Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Inman Jager Wealth Management’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	$5.44M	Buy	96,096 +10,017	+12%	+$581K	3.18%	4
2025 Q4	$4.89M	Buy	86,079 +8,320	+11%	+$467K	2.99%	6
2025 Q3	$4.3M	Buy	77,759 +4,757	+7%	+$256K	2.75%	6
2025 Q2	$3.82M	Buy	73,002 +13,197	+22%	+$660K	2.58%	7
2025 Q1	$3.05M	Buy	59,805 +14,603	+32%	+$757K	2.29%	9
2024 Q4	$2.31M	Buy	+45,202	New	+$2.41M	1.8%	13

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Inman Jager Wealth Management's SPYV Position: Q1 2026 in Review

Inman Jager Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 12% in Q1 2026, buying an estimated $581K and bringing the position to 96,096 shares worth $5.44M. The position accounts for 3.18% of the portfolio, ranked #4.

Inman Jager Wealth Management first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Inman Jager Wealth Management held 96,096 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $5.44M as of Q1 2026.
Inman Jager Wealth Management bought 10,017 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $581K.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.18% of Inman Jager Wealth Management's portfolio in Q1 2026, its #4 holding.
Inman Jager Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.