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

Jacksonville 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 Q3	$6.08M	Buy	99,477 +25,643	+35%	+$1.6M	3.19%	8
2026 Q2	$4.49M	Buy	73,834 +11,975	+19%	+$717K	2.54%	10
2026 Q1	$3.5M	Buy	61,859 +15,712	+34%	+$911K	2.36%	10
2025 Q4	$2.62M	Buy	46,147 +6,185	+15%	+$347K	1.86%	12
2025 Q3	$2.21M	Buy	39,962 +9,138	+30%	+$492K	1.62%	19
2025 Q2	$1.61M	Buy	+30,824	New	+$1.54M	1.3%	22

Other funds holding SPYV

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jacksonville Wealth Management's SPYV Position: Q3 2026 in Review

Jacksonville Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 35% in Q3 2026, buying an estimated $1.6M and bringing the position to 99,477 shares worth $6.08M. The position accounts for 3.19% of the portfolio, ranked #8.

Jacksonville Wealth Management first reported a position in SPYV in Q2 2025 and has held it in 6 quarters since. 643 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

Jacksonville Wealth Management held 99,477 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $6.08M as of Q3 2026.
Jacksonville Wealth Management bought 25,643 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $1.6M.
State Street SPDR Portfolio S&P 500 Value ETF made up 3.19% of Jacksonville Wealth Management's portfolio in Q3 2026, its #8 holding.
Jacksonville Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
643 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.