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
2026 Q2	$210K	Buy	+3,458	New	+$207K	0.11%	131
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 $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invera Wealth Advisors's SPYV Position: Q2 2026 in Review

Invera Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,458 shares worth $210K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings. This is a return to the name: Invera Wealth Advisors previously reported a position in SPYV as recently as Q3 2025.

Invera Wealth Advisors first reported a position in SPYV in Q4 2023 and has held it in 7 quarters since. The position peaked at $361K in Q4 2023. 1,214 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Invera Wealth Advisors held 3,458 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $210K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Invera Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.11% of Invera Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Invera Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $361K in Q4 2023.
1,214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.