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

Invera Wealth 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
2025 Q4	–	Sell	-3,809	Closed	-$211K	–	95
2025 Q3	$211K	Buy	+3,809	New	+$205K	0.13%	84
2025 Q1	–	Sell	-4,862	Closed	-$256K	–	94
2024 Q4	$256K	Sell	4,862 -106	-2%	-$5.64K	0.25%	42
2024 Q3	$267K	Sell	4,968 -2,231	-31%	-$114K	0.27%	42
2024 Q2	$357K	Sell	7,199 -261	-3%	-$12.8K	0.37%	39
2024 Q1	$354K	Sell	7,460 -274	-4%	-$13.1K	0.3%	56
2023 Q4	$361K	Buy	+7,734	New	+$334K	0.23%	82

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invera Wealth Advisors's SPYV Position: Q4 2025 in Review

Invera Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q4 2025, closing a stake of 3,809 shares — an estimated $211K sold.

Invera Wealth Advisors first reported a position in SPYV in Q4 2023 and held it in 6 quarters. The position peaked at $361K in Q4 2023. 1,154 funds tracked by Wall St. Rank hold SPYV as of Q4 2025.

Invera Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q4 2025 after selling out during the quarter.
Invera Wealth Advisors sold 3,809 State Street SPDR Portfolio S&P 500 Value ETF shares in Q4 2025, an estimated $211K.
Invera Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 6 quarters.
Invera Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $361K in Q4 2023.
1,154 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2025.

Based on Invera Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.